MCWS
FRT icon

McKinley Carter Wealth Services’s Federal Realty Investment Trust FRT Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-200
Closed -$23K – 244
2018
Q1 		$23K Buy
+200
New +$23.6K 0.01% 318

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
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

McKinley Carter Wealth Services's FRT Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Federal Realty Investment Trust (FRT) in Q2 2018, closing a stake of 200 shares — an estimated $23K sold.

McKinley Carter Wealth Services first reported a position in FRT in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 408 funds tracked by Wall St. Rank hold FRT as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Federal Realty Investment Trust position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 200 Federal Realty Investment Trust shares in Q2 2018, an estimated $23K.
  • McKinley Carter Wealth Services first reported a position in Federal Realty Investment Trust in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Federal Realty Investment Trust position peaked at $23K in Q1 2018.
  • 408 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.