KJWM
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Kiley Juergens Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-200
Closed -$25K – 255
2018
Q3 		$25K Hold
200
– – 0.02% 327
2018
Q2 		$25K Buy
+200
New +$23.6K 0.02% 290
2018
Q1 		– Sell
-200
Closed -$26K – 268
2017
Q4 		$26K Buy
+200
New +$25.8K 0.02% 308

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiley Juergens Wealth Management's FRT Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q4 2018, closing a stake of 200 shares — an estimated $25K sold.

Kiley Juergens Wealth Management first reported a position in FRT in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 408 funds tracked by Wall St. Rank hold FRT as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Federal Realty Investment Trust position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 200 Federal Realty Investment Trust shares in Q4 2018, an estimated $25K.
  • Kiley Juergens Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Federal Realty Investment Trust position peaked at $26K in Q4 2017.
  • 408 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.