Cypress Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Cypress Asset 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 Q2	–	Sell	-5,550	Closed	-$741K	–	201
2017 Q1	$741K	Hold	5,550	–	–	0.14%	124
2016 Q4	$789K	Sell	5,550 -175	-3%	-$24.9K	0.15%	120
2016 Q3	$881K	Buy	5,725 +135	+2%	+$21.8K	0.18%	117
2016 Q2	$925K	Sell	5,590 -115	-2%	-$17.9K	0.18%	111
2016 Q1	$890K	Buy	5,705 +155	+3%	+$23.2K	0.18%	109
2015 Q4	$811K	Sell	5,550 -200	-3%	-$28.9K	0.16%	117
2015 Q3	$785K	Hold	5,750	–	–	0.17%	116
2015 Q2	$737K	Hold	5,750	–	–	0.14%	122
2015 Q1	$846K	Sell	5,750 -400	-7%	-$57.4K	0.16%	113
2014 Q4	$821K	Hold	6,150	–	–	0.15%	114
2014 Q3	$729K	Hold	6,150	–	–	0.13%	116
2014 Q2	$744K	Sell	6,150 -200	-3%	-$23.6K	0.13%	115
2014 Q1	$728K	Sell	6,350 -100	-2%	-$10.9K	0.13%	116
2013 Q4	$654K	Hold	6,450	–	–	0.11%	124
2013 Q3	$654K	Sell	6,450 -50	-0.8%	-$5.12K	0.12%	121
2013 Q2	$674K	Buy	+6,500	New	+$718K	0.13%	118

Other funds holding FRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cypress Asset Management's FRT Position: Q2 2017 in Review

Cypress Asset Management sold out of Federal Realty Investment Trust (FRT) in Q2 2017, closing a stake of 5,550 shares — an estimated $741K sold.

Cypress Asset Management first reported a position in FRT in Q2 2013 and held it in 16 quarters. The position peaked at $925K in Q2 2016. 361 funds tracked by Wall St. Rank hold FRT as of Q2 2017.

Cypress Asset Management reported no remaining Federal Realty Investment Trust position as of Q2 2017 after selling out during the quarter.
Cypress Asset Management sold 5,550 Federal Realty Investment Trust shares in Q2 2017, an estimated $741K.
Cypress Asset Management first reported a position in Federal Realty Investment Trust in Q2 2013 and held it in 16 quarters.
Cypress Asset Management's Federal Realty Investment Trust position peaked at $925K in Q2 2016.
361 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2017.

Based on Cypress Asset Management's 13F filing for Q2 2017, filed 24 Jul 2017.