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Plante Moran Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-53
Closed -$8K – 920
2016
Q4 		$8K Buy
+53
New +$7.53K 0.01% 619
2016
Q1 		– Sell
-80
Closed -$12K – 918
2015
Q4 		$12K Buy
+80
New +$11.6K 0.01% 537
2014
Q3 		– Sell
-19
Closed -$2K – 809
2014
Q2 		$2K Hold
19
– – ﹤0.01% 760
2014
Q1 		$2K Hold
19
– – ﹤0.01% 554
2013
Q4 		$2K Hold
19
– – ﹤0.01% 623
2013
Q3 		$2K Hold
19
– – ﹤0.01% 553
2013
Q2 		$2K Buy
+19
New +$2.1K ﹤0.01% 537

Other funds holding FRT

Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return