Lourd Capital’s Federal Realty Investment Trust FRT Stock Holding History

Lourd Capital’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	-1,590	Closed	-$211K	–	192
2017 Q4	$211K	Buy	+1,590	New	+$205K	0.01%	331

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lourd Capital's FRT Position: Q1 2018 in Review

Lourd Capital sold out of Federal Realty Investment Trust (FRT) in Q1 2018, closing a stake of 1,590 shares — an estimated $211K sold.

Lourd Capital first reported a position in FRT in Q4 2017 and held it in 1 quarter. The position peaked at $211K in Q4 2017. 388 funds tracked by Wall St. Rank hold FRT as of Q1 2018.

Lourd Capital reported no remaining Federal Realty Investment Trust position as of Q1 2018 after selling out during the quarter.
Lourd Capital sold 1,590 Federal Realty Investment Trust shares in Q1 2018, an estimated $211K.
Lourd Capital first reported a position in Federal Realty Investment Trust in Q4 2017 and held it in 1 quarter.
Lourd Capital's Federal Realty Investment Trust position peaked at $211K in Q4 2017.
388 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.