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

Legacy Financial Strategies’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
-1,903
Closed -$253K – 94
2017
Q4 		$253K Buy
+1,903
New +$246K 0.27% 84

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Financial Strategies's FRT Position: Q1 2018 in Review

Legacy Financial Strategies sold out of Federal Realty Investment Trust (FRT) in Q1 2018, closing a stake of 1,903 shares — an estimated $253K sold.

Legacy Financial Strategies first reported a position in FRT in Q4 2017 and held it in 1 quarter. The position peaked at $253K in Q4 2017. 390 funds tracked by Wall St. Rank hold FRT as of Q1 2018.

  • Legacy Financial Strategies reported no remaining Federal Realty Investment Trust position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 1,903 Federal Realty Investment Trust shares in Q1 2018, an estimated $253K.
  • Legacy Financial Strategies first reported a position in Federal Realty Investment Trust in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Strategies's Federal Realty Investment Trust position peaked at $253K in Q4 2017.
  • 390 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2018.

Based on Legacy Financial Strategies's 13F filing for Q1 2018, filed 14 May 2018.