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Partnervest Advisory Services’s Federal Realty Investment Trust FRT Stock Holding History

Partnervest Advisory 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
2014
Q3 		– Sell
-55
Closed -$7K – 379
2014
Q2 		$7K Sell
55
-5
-8% -$591 ﹤0.01% 750
2014
Q1 		$7K Hold
60
– – ﹤0.01% 720
2013
Q4 		$6K Hold
60
– – ﹤0.01% 733
2013
Q3 		$6K Buy
60
+2
+3% +$205 ﹤0.01% 747
2013
Q2 		$6K Buy
+58
New +$6.41K ﹤0.01% 692

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Partnervest Advisory Services's FRT Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Federal Realty Investment Trust (FRT) in Q3 2014, closing a stake of 55 shares — an estimated $7K sold.

Partnervest Advisory Services first reported a position in FRT in Q2 2013 and held it in 5 quarters. The position peaked at $7K in Q2 2014. 308 funds tracked by Wall St. Rank hold FRT as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Federal Realty Investment Trust position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 55 Federal Realty Investment Trust shares in Q3 2014, an estimated $7K.
  • Partnervest Advisory Services first reported a position in Federal Realty Investment Trust in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Federal Realty Investment Trust position peaked at $7K in Q2 2014.
  • 308 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.