Northstar Wealth Partners’s Federal Realty Investment Trust FRT Stock Holding History

Northstar Wealth Partners’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	-1,663	Closed	-$216K	–	189
2017 Q4	$216K	Hold	1,663	–	–	0.19%	120
2017 Q3	$209K	Hold	1,663	–	–	0.2%	116
2017 Q2	$207K	Hold	1,663	–	–	0.19%	126
2017 Q1	$221K	Buy	+1,663	New	+$230K	0.21%	118

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

Northstar Wealth Partners's FRT Position: Q1 2018 in Review

Northstar Wealth Partners sold out of Federal Realty Investment Trust (FRT) in Q1 2018, closing a stake of 1,663 shares — an estimated $216K sold.

Northstar Wealth Partners first reported a position in FRT in Q1 2017 and held it in 4 quarters. The position peaked at $221K in Q1 2017. 388 funds tracked by Wall St. Rank hold FRT as of Q1 2018.

Northstar Wealth Partners reported no remaining Federal Realty Investment Trust position as of Q1 2018 after selling out during the quarter.
Northstar Wealth Partners sold 1,663 Federal Realty Investment Trust shares in Q1 2018, an estimated $216K.
Northstar Wealth Partners first reported a position in Federal Realty Investment Trust in Q1 2017 and held it in 4 quarters.
Northstar Wealth Partners's Federal Realty Investment Trust position peaked at $221K in Q1 2017.
388 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2018.

Based on Northstar Wealth Partners's 13F filing for Q1 2018, filed 14 May 2018.