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

Litman Gregory 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
Q4 		– Sell
-7
Closed -$1K – 232
2019
Q3 		$1K Sell
7
-7
-50% -$923 ﹤0.01% 204
2019
Q2 		$2K Buy
+14
New +$1.86K ﹤0.01% 215

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Litman Gregory Wealth Management's FRT Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q4 2019, closing a stake of 7 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in FRT in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 427 funds tracked by Wall St. Rank hold FRT as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Federal Realty Investment Trust position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 7 Federal Realty Investment Trust shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Federal Realty Investment Trust position peaked at $2K in Q2 2019.
  • 427 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.