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Liberty Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Liberty 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
2019
Q3 		– Sell
-4
Closed -$1K – 904
2019
Q2 		$1K Hold
4
– – ﹤0.01% 815
2019
Q1 		$0 Sell
4
-36
-90% -$4.71K ﹤0.01% 768
2018
Q4 		$4K Buy
+40
New +$5.02K ﹤0.01% 583

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JP Morgan Chase
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Invesco
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PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Liberty Wealth Management's FRT Position: Q3 2019 in Review

Liberty Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q3 2019, closing a stake of 4 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in FRT in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q4 2018. 433 funds tracked by Wall St. Rank hold FRT as of Q3 2019.

  • Liberty Wealth Management reported no remaining Federal Realty Investment Trust position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 4 Federal Realty Investment Trust shares in Q3 2019, an estimated $1K.
  • Liberty Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's Federal Realty Investment Trust position peaked at $4K in Q4 2018.
  • 433 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.