Mosaic Family Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-40	Closed	-$5K	–	759
2017 Q3	$5K	Buy	+40	New	+$5.14K	﹤0.01%	698

Other funds holding FRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Mosaic Family Wealth's FRT Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Federal Realty Investment Trust (FRT) in Q4 2017, closing a stake of 40 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in FRT in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 390 funds tracked by Wall St. Rank hold FRT as of Q4 2017.

Mosaic Family Wealth reported no remaining Federal Realty Investment Trust position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 40 Federal Realty Investment Trust shares in Q4 2017, an estimated $5K.
Mosaic Family Wealth first reported a position in Federal Realty Investment Trust in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Federal Realty Investment Trust position peaked at $5K in Q3 2017.
390 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.