Cornerstone Advisors (Washington)’s Federal Realty Investment Trust FRT Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$13K	Sell	176 -26	-13%	-$2.05K	﹤0.01%	410
2020 Q2	$17K	Sell	202 -42	-17%	-$3.39K	﹤0.01%	390
2020 Q1	$18K	Buy	244 +218	+838%	+$25.1K	﹤0.01%	352
2019 Q4	$3K	Buy	26 +6	+30%	+$797	﹤0.01%	541
2019 Q3	$3K	Hold	20	–	–	﹤0.01%	535
2019 Q2	$3K	Buy	20 +3	+18%	+$398	﹤0.01%	1031
2019 Q1	$2K	Sell	17 -23	-58%	-$3.01K	﹤0.01%	1003
2018 Q4	$5K	Buy	40 +35	+700%	+$4.4K	﹤0.01%	768
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	1005
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	981
2018 Q1	$1K	Sell	5 -20	-80%	-$2.36K	﹤0.01%	963
2017 Q4	$3K	Hold	25	–	–	﹤0.01%	760
2017 Q3	$3K	Hold	25	–	–	﹤0.01%	748
2017 Q2	$3K	Hold	25	–	–	﹤0.01%	751
2017 Q1	$3K	Hold	25	–	–	﹤0.01%	741
2016 Q4	$4K	Sell	25 -13	-34%	-$1.85K	﹤0.01%	728
2016 Q3	$6K	Hold	38	–	–	0.01%	654
2016 Q2	$6K	Hold	38	–	–	0.01%	521
2016 Q1	$6K	Hold	38	–	–	0.01%	527
2015 Q4	$6K	Hold	38	–	–	0.01%	521
2015 Q3	$5K	Hold	38	–	–	﹤0.01%	547
2015 Q2	$5K	Hold	38	–	–	﹤0.01%	405
2015 Q1	$6K	Hold	38	–	–	﹤0.01%	410
2014 Q4	$5K	Buy	38 +20	+111%	+$2.6K	﹤0.01%	388
2014 Q3	$2K	Hold	18	–	–	﹤0.01%	401
2014 Q2	$2K	Buy	18 +13	+260%	+$1.53K	﹤0.01%	442
2014 Q1	$1K	Hold	5	–	–	﹤0.01%	479
2013 Q4	$1K	Buy	+5	New	+$521	﹤0.01%	297
2013 Q3	–	Sell	-8	Closed	-$1K	–	351
2013 Q2	$1K	Buy	+8	New	+$884	﹤0.01%	237

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Cornerstone Advisors (Washington)'s FRT Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Federal Realty Investment Trust (FRT) stake by 13% in Q3 2020, selling an estimated $2.05K and leaving 176 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Cornerstone Advisors (Washington) first reported a position in FRT in Q2 2013 and has held it in 29 quarters since. The position peaked at $18K in Q1 2020. 359 funds tracked by Wall St. Rank hold FRT as of Q3 2020.

Cornerstone Advisors (Washington) held 176 shares of Federal Realty Investment Trust worth $13K as of Q3 2020.
Cornerstone Advisors (Washington) sold 26 Federal Realty Investment Trust shares in Q3 2020, an estimated $2.05K.
Federal Realty Investment Trust made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #410 holding.
Cornerstone Advisors (Washington) first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 29 quarters since.
Cornerstone Advisors (Washington)'s Federal Realty Investment Trust position peaked at $18K in Q1 2020.
359 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.