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Legacy Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Legacy Financial 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
2018
Q4 		– Sell
-10
Closed -$1K – 1005
2018
Q3 		$1K Hold
10
– – ﹤0.01% 843
2018
Q2 		$1K Buy
+10
New +$1.18K ﹤0.01% 866

Other funds holding FRT

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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

Legacy Financial Advisors's FRT Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Federal Realty Investment Trust (FRT) in Q4 2018, closing a stake of 10 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in FRT in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 409 funds tracked by Wall St. Rank hold FRT as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Federal Realty Investment Trust position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 10 Federal Realty Investment Trust shares in Q4 2018, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Federal Realty Investment Trust in Q2 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Federal Realty Investment Trust position peaked at $1K in Q3 2018.
  • 409 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.