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

Evercore 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
2018 Q1	–	Sell	-200	Closed	-$27K	–	510
2017 Q4	$27K	Hold	200	–	–	﹤0.01%	671
2017 Q3	$25K	Hold	200	–	–	﹤0.01%	669
2017 Q2	$25K	Hold	200	–	–	﹤0.01%	678
2017 Q1	$27K	Hold	200	–	–	﹤0.01%	705
2016 Q4	$28K	Hold	200	–	–	﹤0.01%	706
2016 Q3	$31K	Hold	200	–	–	﹤0.01%	702
2016 Q2	$33K	Sell	200 -100	-33%	-$15.6K	﹤0.01%	662
2016 Q1	$47K	Hold	300	–	–	﹤0.01%	575
2015 Q4	$44K	Hold	300	–	–	﹤0.01%	614
2015 Q3	$41K	Sell	300 -54	-15%	-$7.21K	﹤0.01%	615
2015 Q2	$45K	Buy	354 +54	+18%	+$7.34K	﹤0.01%	658
2015 Q1	$44K	Buy	+300	New	+$43.1K	﹤0.01%	646

Other funds holding FRT

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Evercore Wealth Management's FRT Position: Q1 2018 in Review

Evercore Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q1 2018, closing a stake of 200 shares — an estimated $27K sold.

Evercore Wealth Management first reported a position in FRT in Q1 2015 and held it in 12 quarters. The position peaked at $47K in Q1 2016. 388 funds tracked by Wall St. Rank hold FRT as of Q1 2018.

Evercore Wealth Management reported no remaining Federal Realty Investment Trust position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 200 Federal Realty Investment Trust shares in Q1 2018, an estimated $27K.
Evercore Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2015 and held it in 12 quarters.
Evercore Wealth Management's Federal Realty Investment Trust position peaked at $47K in Q1 2016.
388 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.