Financial Architects (New Jersey)’s Federal Realty Investment Trust FRT Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-281	Closed	-$39K	–	1295
2019 Q1	$39K	Sell	281 -1	-0.4%	-$131	0.01%	682
2018 Q4	$33K	Buy	282 +36	+15%	+$4.52K	0.01%	651
2018 Q3	$31K	Sell	246 -3	-1%	-$381	0.01%	793
2018 Q2	$32K	Sell	249 -8	-3%	-$944	0.01%	682
2018 Q1	$30K	Buy	257 +57	+29%	+$6.73K	0.01%	770
2017 Q4	$27K	Buy	200 +41	+26%	+$5.29K	﹤0.01%	886
2017 Q3	$20K	Buy	159 +28	+21%	+$3.6K	﹤0.01%	957
2017 Q2	$17K	Buy	131 +64	+96%	+$8.26K	﹤0.01%	1000
2017 Q1	$9K	Buy	+67	New	+$9.26K	﹤0.01%	1159

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Financial Architects (New Jersey)'s FRT Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Federal Realty Investment Trust (FRT) in Q2 2019, closing a stake of 281 shares — an estimated $39K sold.

Financial Architects (New Jersey) first reported a position in FRT in Q1 2017 and held it in 9 quarters. The position peaked at $39K in Q1 2019. 424 funds tracked by Wall St. Rank hold FRT as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Federal Realty Investment Trust position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 281 Federal Realty Investment Trust shares in Q2 2019, an estimated $39K.
Financial Architects (New Jersey) first reported a position in Federal Realty Investment Trust in Q1 2017 and held it in 9 quarters.
Financial Architects (New Jersey)'s Federal Realty Investment Trust position peaked at $39K in Q1 2019.
424 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.