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R&F Capital Advisors’s Federal Realty Investment Trust FRT Stock Holding History

R&F Capital 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
-2,497
Closed -$355K – 732
2016
Q4 		$355K Buy
+2,497
New +$355K 0.13% 260

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State Street
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Invesco
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

R&F Capital Advisors's FRT Position: Q1 2017 in Review

R&F Capital Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2017, closing a stake of 2,497 shares — an estimated $355K sold.

R&F Capital Advisors first reported a position in FRT in Q4 2016 and held it in 1 quarter. The position peaked at $355K in Q4 2016. 385 funds tracked by Wall St. Rank hold FRT as of Q1 2017.

  • R&F Capital Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2017 after selling out during the quarter.
  • R&F Capital Advisors sold 2,497 Federal Realty Investment Trust shares in Q1 2017, an estimated $355K.
  • R&F Capital Advisors first reported a position in Federal Realty Investment Trust in Q4 2016 and held it in 1 quarter.
  • R&F Capital Advisors's Federal Realty Investment Trust position peaked at $355K in Q4 2016.
  • 385 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.