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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
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

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. 388 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.
  • 388 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.