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

Gupta 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
2016
Q1 		$37K Hold
238
– – 0.01% 500
2015
Q4 		$35K Hold
238
– – 0.01% 506
2015
Q3 		$32K Hold
238
– – 0.01% 549
2015
Q2 		$31K Buy
+238
New +$32.3K 0.01% 612

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Gupta Wealth Management's FRT Position: Q1 2016 in Review

Gupta Wealth Management held its Federal Realty Investment Trust (FRT) position steady in Q1 2016 at 238 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #500.

Gupta Wealth Management first reported a position in FRT in Q2 2015 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold FRT as of Q1 2016.

  • Gupta Wealth Management held 238 shares of Federal Realty Investment Trust worth $37K as of Q1 2016.
  • Gupta Wealth Management left its Federal Realty Investment Trust share count unchanged in Q1 2016.
  • Federal Realty Investment Trust made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #500 holding.
  • Gupta Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2015 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.