PWM
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PRW Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

PRW Wealth Management’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
Q2 		– Sell
-7
Closed -$1K – 293
2019
Q1 		$1K Hold
7
– – ﹤0.01% 587
2018
Q4 		$1K Buy
+7
New +$879 ﹤0.01% 584

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PRW Wealth Management's FRT Position: Q2 2019 in Review

PRW Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in FRT in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 424 funds tracked by Wall St. Rank hold FRT as of Q2 2019.

  • PRW Wealth Management reported no remaining Federal Realty Investment Trust position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 7 Federal Realty Investment Trust shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Federal Realty Investment Trust position peaked at $1K in Q1 2019.
  • 424 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.