RPg Family Wealth Advisory’s Federal Realty Investment Trust FRT Stock Holding History

RPg Family Wealth Advisory’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
2018 Q4	–	Sell	-127	Closed	-$16.1K	–	238
2018 Q3	$16.1K	Hold	127	–	–	0.01%	206
2018 Q2	$16.1K	Hold	127	–	–	0.01%	188
2018 Q1	$14.7K	Hold	127	–	–	0.01%	214
2017 Q4	$16.9K	Sell	127 -19	-13%	-$2.45K	0.01%	220
2017 Q3	$18.1K	Hold	146	–	–	0.01%	224
2017 Q2	$18.5K	Hold	146	–	–	0.02%	244
2017 Q1	$19.5K	Hold	146	–	–	0.02%	213
2016 Q4	$20.7K	Hold	146	–	–	0.02%	185
2016 Q3	$22.5K	Sell	146 -146	-50%	-$23.6K	0.02%	164
2016 Q2	$48.4K	Buy	292 +146	+100%	+$22.7K	0.02%	129
2016 Q1	$22.8K	Hold	146	–	–	0.02%	176
2015 Q4	$21.3K	Buy	+146	New	+$21.1K	0.02%	141

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RPg Family Wealth Advisory's FRT Position: Q4 2018 in Review

RPg Family Wealth Advisory sold out of Federal Realty Investment Trust (FRT) in Q4 2018, closing a stake of 127 shares — an estimated $16.1K sold.

RPg Family Wealth Advisory first reported a position in FRT in Q4 2015 and held it in 12 quarters. The position peaked at $48.4K in Q2 2016. 408 funds tracked by Wall St. Rank hold FRT as of Q4 2018.

RPg Family Wealth Advisory reported no remaining Federal Realty Investment Trust position as of Q4 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 127 Federal Realty Investment Trust shares in Q4 2018, an estimated $16.1K.
RPg Family Wealth Advisory first reported a position in Federal Realty Investment Trust in Q4 2015 and held it in 12 quarters.
RPg Family Wealth Advisory's Federal Realty Investment Trust position peaked at $48.4K in Q2 2016.
408 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.