Neuburgh Advisers’s Federal Realty Investment Trust FRT Stock Holding History

Neuburgh Advisers’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 Q3	$1.25M	Sell	9,214 -34	-0.4%	-$4.48K	0.04%	290
2019 Q2	$1.19M	Buy	9,248 +3,706	+67%	+$492K	0.04%	301
2019 Q1	$764K	Buy	5,542 +68	+1%	+$8.9K	0.03%	358
2018 Q4	$646K	Sell	5,474 -782	-13%	-$98.2K	0.03%	352
2018 Q3	$791K	Sell	6,256 -136	-2%	-$17.3K	0.03%	347
2018 Q2	$809K	Buy	6,392 +340	+6%	+$40.1K	0.03%	318
2018 Q1	$703K	Buy	6,052 +714	+13%	+$84.3K	0.02%	338
2017 Q4	$709K	Buy	5,338 +272	+5%	+$35.1K	0.03%	339
2017 Q3	$629K	Hold	5,066	–	–	0.02%	353
2017 Q2	$640K	Buy	5,066 +510	+11%	+$65.8K	0.02%	352
2017 Q1	$608K	Buy	4,556 +850	+23%	+$117K	0.02%	334
2016 Q4	$527K	Buy	+3,706	New	+$526K	0.02%	326

Other funds holding FRT

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuburgh Advisers's FRT Position: Q3 2019 in Review

Neuburgh Advisers reduced its Federal Realty Investment Trust (FRT) stake by 0.37% in Q3 2019, selling an estimated $4.48K and leaving 9,214 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #290.

Neuburgh Advisers first reported a position in FRT in Q4 2016 and has held it in 12 quarters since. 432 funds tracked by Wall St. Rank hold FRT as of Q3 2019.

Neuburgh Advisers held 9,214 shares of Federal Realty Investment Trust worth $1.25M as of Q3 2019.
Neuburgh Advisers sold 34 Federal Realty Investment Trust shares in Q3 2019, an estimated $4.48K.
Federal Realty Investment Trust made up 0.04% of Neuburgh Advisers's portfolio in Q3 2019, its #290 holding.
Neuburgh Advisers first reported a position in Federal Realty Investment Trust in Q4 2016 and has held it in 12 quarters since.
432 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.