Friedberg Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Friedberg Investment 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
2017 Q2	–	Sell	-11,510	Closed	-$1.54M	–	89
2017 Q1	$1.54M	Sell	11,510 -6,940	-38%	-$959K	0.65%	55
2016 Q4	$2.62M	Sell	18,450 -2,100	-10%	-$298K	1.2%	32
2016 Q3	$3.16M	Sell	20,550 -470	-2%	-$76K	1.36%	28
2016 Q2	$3.48M	Hold	21,020	–	–	1.64%	21
2016 Q1	$3.28M	Sell	21,020 -700	-3%	-$105K	1.64%	22
2015 Q4	$3.17M	Sell	21,720 -6,000	-22%	-$867K	1.55%	22
2015 Q3	$3.78M	Buy	27,720 +2,500	+10%	+$334K	1.8%	17
2015 Q2	$3.23M	Hold	25,220	–	–	1.22%	26
2015 Q1	$3.71M	Sell	25,220 -500	-2%	-$71.8K	1.35%	25
2014 Q4	$3.43M	Sell	25,720 -10	-0%	-$1.3K	1.35%	26
2014 Q3	$3.05M	Hold	25,730	–	–	1.17%	36
2014 Q2	$3.11M	Hold	25,730	–	–	1.14%	38
2014 Q1	$2.95M	Hold	25,730	–	–	1.15%	33
2013 Q4	$2.61M	Sell	25,730 -120	-0.5%	-$12.5K	1.06%	38
2013 Q3	$2.62M	Buy	25,850 +340	+1%	+$34.8K	1.14%	35
2013 Q2	$2.64M	Buy	+25,510	New	+$2.82M	1.19%	34

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Friedberg Investment Management's FRT Position: Q2 2017 in Review

Friedberg Investment Management sold out of Federal Realty Investment Trust (FRT) in Q2 2017, closing a stake of 11,510 shares — an estimated $1.54M sold.

Friedberg Investment Management first reported a position in FRT in Q2 2013 and held it in 16 quarters. The position peaked at $3.78M in Q3 2015. 361 funds tracked by Wall St. Rank hold FRT as of Q2 2017.

Friedberg Investment Management reported no remaining Federal Realty Investment Trust position as of Q2 2017 after selling out during the quarter.
Friedberg Investment Management sold 11,510 Federal Realty Investment Trust shares in Q2 2017, an estimated $1.54M.
Friedberg Investment Management first reported a position in Federal Realty Investment Trust in Q2 2013 and held it in 16 quarters.
Friedberg Investment Management's Federal Realty Investment Trust position peaked at $3.78M in Q3 2015.
361 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2017.

Based on Friedberg Investment Management's 13F filing for Q2 2017, filed 15 Aug 2017.