FDx Advisors’s Federal Realty Investment Trust FRT Stock Holding History

FDx Advisors’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	-2,588	Closed	-$345K	–	1202
2017 Q1	$345K	Buy	+2,588	New	+$358K	0.01%	930
2016 Q1	–	Sell	-1,937	Closed	-$283K	–	911
2015 Q4	$283K	Buy	+1,937	New	+$280K	0.01%	730
2014 Q4	–	Sell	-1,747	Closed	-$207K	–	912
2014 Q3	$207K	Buy	+1,747	New	+$214K	0.01%	900

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

Norges Bank Oslo, Norway $935B AUM

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

FDx Advisors's FRT Position: Q2 2017 in Review

FDx Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2017, closing a stake of 2,588 shares — an estimated $345K sold.

FDx Advisors first reported a position in FRT in Q3 2014 and held it in 3 quarters. The position peaked at $345K in Q1 2017. 361 funds tracked by Wall St. Rank hold FRT as of Q2 2017.

FDx Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2017 after selling out during the quarter.
FDx Advisors sold 2,588 Federal Realty Investment Trust shares in Q2 2017, an estimated $345K.
FDx Advisors first reported a position in Federal Realty Investment Trust in Q3 2014 and held it in 3 quarters.
FDx Advisors's Federal Realty Investment Trust position peaked at $345K in Q1 2017.
361 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2017.

Based on FDx Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.