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

Evermay 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
Q3 		– Sell
-2,405
Closed -$205K – 159
2020
Q2 		$205K Buy
+2,405
New +$194K 0.05% 150
2020
Q1 		– Sell
-2,405
Closed -$310K – 145
2019
Q4 		$310K Buy
+2,405
New +$320K 0.08% 123

Other funds holding FRT

Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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

Evermay Wealth Management's FRT Position: Q3 2020 in Review

Evermay Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q3 2020, closing a stake of 2,405 shares — an estimated $205K sold.

Evermay Wealth Management first reported a position in FRT in Q4 2019 and held it in 2 quarters. The position peaked at $310K in Q4 2019. 358 funds tracked by Wall St. Rank hold FRT as of Q3 2020.

  • Evermay Wealth Management reported no remaining Federal Realty Investment Trust position as of Q3 2020 after selling out during the quarter.
  • Evermay Wealth Management sold 2,405 Federal Realty Investment Trust shares in Q3 2020, an estimated $205K.
  • Evermay Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2019 and held it in 2 quarters.
  • Evermay Wealth Management's Federal Realty Investment Trust position peaked at $310K in Q4 2019.
  • 358 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2020.

Based on Evermay Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.