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Rational Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Rational 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
2013
Q4 		$253K Sell
2,494
-360
-13% -$37.5K 0.02% 450
2013
Q3 		$290K Sell
2,854
-1,646
-37% -$169K 0.02% 464
2013
Q2 		$467K Buy
+4,500
New +$497K 0.04% 387

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rational Advisors's FRT Position: Q4 2013 in Review

Rational Advisors reduced its Federal Realty Investment Trust (FRT) stake by 13% in Q4 2013, selling an estimated $37.5K and leaving 2,494 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #450.

Rational Advisors first reported a position in FRT in Q2 2013 and has held it in 3 quarters since. The position peaked at $467K in Q2 2013. 311 funds tracked by Wall St. Rank hold FRT as of Q4 2013.

  • Rational Advisors held 2,494 shares of Federal Realty Investment Trust worth $253K as of Q4 2013.
  • Rational Advisors sold 360 Federal Realty Investment Trust shares in Q4 2013, an estimated $37.5K.
  • Federal Realty Investment Trust made up 0.02% of Rational Advisors's portfolio in Q4 2013, its #450 holding.
  • Rational Advisors first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Federal Realty Investment Trust position peaked at $467K in Q2 2013.
  • 311 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.