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

Edge 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
2020 Q1	–	Sell	-800	Closed	-$103K	–	645
2019 Q4	$103K	Hold	800	–	–	0.02%	191
2019 Q3	$108K	Hold	800	–	–	0.02%	184
2019 Q2	$103K	Hold	800	–	–	0.02%	194
2019 Q1	$111K	Hold	800	–	–	0.03%	173
2018 Q4	$94K	Hold	800	–	–	0.03%	188
2018 Q3	$101K	Hold	800	–	–	0.02%	198
2018 Q2	$101K	Hold	800	–	–	0.03%	192
2018 Q1	$93K	Hold	800	–	–	0.02%	166
2017 Q4	$106K	Hold	800	–	–	0.03%	168
2017 Q3	$99K	Hold	800	–	–	0.03%	170
2017 Q2	$101K	Hold	800	–	–	0.03%	169
2017 Q1	$107K	Hold	800	–	–	0.04%	161
2016 Q4	$114K	Hold	800	–	–	0.04%	144
2016 Q3	$123K	Hold	800	–	–	0.05%	125
2016 Q2	$132K	Hold	800	–	–	0.05%	123
2016 Q1	$125K	Hold	800	–	–	0.06%	121
2015 Q4	$118K	Hold	800	–	–	0.04%	130
2015 Q3	$108K	Hold	800	–	–	0.04%	130
2015 Q2	$103K	Hold	800	–	–	0.04%	141
2015 Q1	$118K	Hold	800	–	–	0.04%	127
2014 Q4	$107K	Hold	800	–	–	0.04%	133
2014 Q3	$95K	Hold	800	–	–	0.04%	134
2014 Q2	$96K	Hold	800	–	–	0.04%	137
2014 Q1	$92K	Hold	800	–	–	0.04%	136
2013 Q4	$81K	Hold	800	–	–	0.04%	136
2013 Q3	$81K	Hold	800	–	–	0.05%	110
2013 Q2	$83K	Buy	+800	New	+$88.4K	0.06%	99

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Edge Wealth Management's FRT Position: Q1 2020 in Review

Edge Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q1 2020, closing a stake of 800 shares — an estimated $103K sold.

Edge Wealth Management first reported a position in FRT in Q2 2013 and held it in 27 quarters. The position peaked at $132K in Q2 2016. 387 funds tracked by Wall St. Rank hold FRT as of Q1 2020.

Edge Wealth Management reported no remaining Federal Realty Investment Trust position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 800 Federal Realty Investment Trust shares in Q1 2020, an estimated $103K.
Edge Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2013 and held it in 27 quarters.
Edge Wealth Management's Federal Realty Investment Trust position peaked at $132K in Q2 2016.
387 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.