Doyle Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Doyle Wealth 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
2019 Q3	–	Sell	-1,186	Closed	-$153K	–	387
2019 Q2	$153K	Buy	+1,186	New	+$157K	0.02%	223
2019 Q1	–	Sell	-1,434	Closed	-$169K	–	371
2018 Q4	$169K	Buy	+1,434	New	+$180K	0.03%	190
2017 Q3	–	Sell	-1,622	Closed	-$205K	–	154
2017 Q2	$205K	Sell	1,622 -256	-14%	-$33K	0.04%	135
2017 Q1	$251K	Buy	+1,878	New	+$260K	0.05%	119

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Doyle Wealth Management's FRT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q3 2019, closing a stake of 1,186 shares — an estimated $153K sold.

Doyle Wealth Management first reported a position in FRT in Q1 2017 and held it in 4 quarters. The position peaked at $251K in Q1 2017. 432 funds tracked by Wall St. Rank hold FRT as of Q3 2019.

Doyle Wealth Management reported no remaining Federal Realty Investment Trust position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,186 Federal Realty Investment Trust shares in Q3 2019, an estimated $153K.
Doyle Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2017 and held it in 4 quarters.
Doyle Wealth Management's Federal Realty Investment Trust position peaked at $251K in Q1 2017.
432 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.