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Castle Ridge Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Castle Ridge Investment Management’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-45,500
Closed -$6.47M – 35
2016
Q4 		$6.47M Buy
+45,500
New +$6.46M 3.01% 11

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LIMS
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Castle Ridge Investment Management's FRT Position: Q1 2017 in Review

Castle Ridge Investment Management sold out of Federal Realty Investment Trust (FRT) in Q1 2017, closing a stake of 45,500 shares — an estimated $6.47M sold.

Castle Ridge Investment Management first reported a position in FRT in Q4 2016 and held it in 1 quarter. The position peaked at $6.47M in Q4 2016. 385 funds tracked by Wall St. Rank hold FRT as of Q1 2017.

  • Castle Ridge Investment Management reported no remaining Federal Realty Investment Trust position as of Q1 2017 after selling out during the quarter.
  • Castle Ridge Investment Management sold 45,500 Federal Realty Investment Trust shares in Q1 2017, an estimated $6.47M.
  • Castle Ridge Investment Management first reported a position in Federal Realty Investment Trust in Q4 2016 and held it in 1 quarter.
  • Castle Ridge Investment Management's Federal Realty Investment Trust position peaked at $6.47M in Q4 2016.
  • 385 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2017.

Based on Castle Ridge Investment Management's 13F filing for Q1 2017, filed 15 May 2017.