Gideon Capital Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-4,472	Closed	-$576K	–	77
2019 Q4	$576K	Buy	+4,472	New	+$594K	0.2%	159
2019 Q3	–	Sell	-8,003	Closed	-$1.03M	–	333
2019 Q2	$1.03M	Buy	+8,003	New	+$1.06M	0.36%	110
2019 Q1	–	Sell	-15,256	Closed	-$1.8M	–	424
2018 Q4	$1.8M	Buy	+15,256	New	+$1.92M	0.73%	25
2018 Q2	–	Sell	-13,682	Closed	-$1.59M	–	408
2018 Q1	$1.59M	Buy	+13,682	New	+$1.62M	0.98%	5
2017 Q4	–	Sell	-1,702	Closed	-$211K	–	331
2017 Q3	$211K	Buy	+1,702	New	+$219K	0.21%	247
2017 Q2	–	Sell	-7,431	Closed	-$992K	–	307
2017 Q1	$992K	Buy	+7,431	New	+$1.03M	0.59%	17
2016 Q4	–	Sell	-7,965	Closed	-$1.23M	–	423
2016 Q3	$1.23M	Buy	+7,965	New	+$1.29M	0.74%	43
2016 Q1	–	Sell	-6,386	Closed	-$933K	–	175
2015 Q4	$933K	Buy	+6,386	New	+$923K	0.68%	57
2015 Q1	–	Sell	-10,810	Closed	-$1.44M	–	258
2014 Q4	$1.44M	Buy	+10,810	New	+$1.4M	0.68%	44
2014 Q3	–	Sell	-4,942	Closed	-$598K	–	307
2014 Q2	$598K	Buy	+4,942	New	+$584K	0.22%	140

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Gideon Capital Advisors's FRT Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2020, closing a stake of 4,472 shares — an estimated $576K sold.

Gideon Capital Advisors first reported a position in FRT in Q2 2014 and held it in 10 quarters. The position peaked at $1.8M in Q4 2018. 387 funds tracked by Wall St. Rank hold FRT as of Q1 2020.

Gideon Capital Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 4,472 Federal Realty Investment Trust shares in Q1 2020, an estimated $576K.
Gideon Capital Advisors first reported a position in Federal Realty Investment Trust in Q2 2014 and held it in 10 quarters.
Gideon Capital Advisors's Federal Realty Investment Trust position peaked at $1.8M in Q4 2018.
387 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.