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

MinichMacGregor 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
2018 Q3	–	Sell	-12	Closed	-$1K	–	537
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	481
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	462
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	454
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	430
2017 Q2	$1K	Sell	12 -3	-20%	-$387	﹤0.01%	424
2017 Q1	$2K	Hold	15	–	–	﹤0.01%	378
2016 Q4	$2K	Buy	+15	New	+$2.13K	﹤0.01%	378

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

AAMU

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

MinichMacGregor Wealth Management's FRT Position: Q3 2018 in Review

MinichMacGregor Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q3 2018, closing a stake of 12 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in FRT in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q1 2017. 405 funds tracked by Wall St. Rank hold FRT as of Q3 2018.

MinichMacGregor Wealth Management reported no remaining Federal Realty Investment Trust position as of Q3 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 12 Federal Realty Investment Trust shares in Q3 2018, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2016 and held it in 7 quarters.
MinichMacGregor Wealth Management's Federal Realty Investment Trust position peaked at $2K in Q1 2017.
405 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2018, filed 17 Oct 2018.