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Proficio Capital Partners’s Federal Realty Investment Trust FRT Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-20
Closed -$3K – 652
2019
Q2 		$3K Hold
20
– – ﹤0.01% 1388
2019
Q1 		$3K Hold
20
– – ﹤0.01% 1241
2018
Q4 		$2K Hold
20
– – ﹤0.01% 1008
2018
Q3 		$3K Hold
20
– – ﹤0.01% 1037
2018
Q2 		$3K Hold
20
– – ﹤0.01% 1075
2018
Q1 		$2K Sell
20
-35
-64% -$4.13K ﹤0.01% 1123
2017
Q4 		$7K Sell
55
-67
-55% -$8.65K ﹤0.01% 897
2017
Q3 		$15K Buy
122
+54
+79% +$6.95K 0.01% 664
2017
Q2 		$9K Buy
68
+46
+209% +$5.93K ﹤0.01% 823
2017
Q1 		$3K Sell
22
-22
-50% -$3.04K ﹤0.01% 1071
2016
Q4 		$6K Hold
44
– – ﹤0.01% 713
2016
Q3 		$7K Hold
44
– – ﹤0.01% 650
2016
Q2 		$7K Buy
44
+16
+57% +$2.49K ﹤0.01% 635
2016
Q1 		$4K Sell
28
-38
-58% -$5.69K ﹤0.01% 563
2015
Q4 		$10K Buy
+66
New +$9.54K 0.01% 274

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Proficio Capital Partners's FRT Position: Q3 2019 in Review

Proficio Capital Partners sold out of Federal Realty Investment Trust (FRT) in Q3 2019, closing a stake of 20 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in FRT in Q4 2015 and held it in 15 quarters. The position peaked at $15K in Q3 2017. 432 funds tracked by Wall St. Rank hold FRT as of Q3 2019.

  • Proficio Capital Partners reported no remaining Federal Realty Investment Trust position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 20 Federal Realty Investment Trust shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in Federal Realty Investment Trust in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Federal Realty Investment Trust position peaked at $15K in Q3 2017.
  • 432 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.