Keel Point’s Federal Realty Investment Trust FRT Stock Holding History

Keel Point’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
2018 Q1	–	Sell	-1,635	Closed	-$217K	–	169
2017 Q4	$217K	Buy	+1,635	New	+$211K	0.03%	151
2016 Q4	–	Sell	-1,335	Closed	-$205K	–	160
2016 Q3	$205K	Hold	1,335	–	–	0.08%	125
2016 Q2	$221K	Hold	1,335	–	–	0.1%	118
2016 Q1	$208K	Buy	+1,335	New	+$200K	0.1%	117

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

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Keel Point's FRT Position: Q1 2018 in Review

Keel Point sold out of Federal Realty Investment Trust (FRT) in Q1 2018, closing a stake of 1,635 shares — an estimated $217K sold.

Keel Point first reported a position in FRT in Q1 2016 and held it in 4 quarters. The position peaked at $221K in Q2 2016. 388 funds tracked by Wall St. Rank hold FRT as of Q1 2018.

Keel Point reported no remaining Federal Realty Investment Trust position as of Q1 2018 after selling out during the quarter.
Keel Point sold 1,635 Federal Realty Investment Trust shares in Q1 2018, an estimated $217K.
Keel Point first reported a position in Federal Realty Investment Trust in Q1 2016 and held it in 4 quarters.
Keel Point's Federal Realty Investment Trust position peaked at $221K in Q2 2016.
388 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2018.

Based on Keel Point's 13F filing for Q1 2018, filed 7 May 2018.