Sheaff Brock Investment Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Sheaff Brock Investment 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	-3,050	Closed	-$433K	–	612
2016 Q4	$433K	Hold	3,050	–	–	0.05%	306
2016 Q3	$469K	Hold	3,050	–	–	0.06%	276
2016 Q2	$505K	Hold	3,050	–	–	0.06%	277
2016 Q1	$476K	Hold	3,050	–	–	0.06%	297
2015 Q4	$446K	Buy	+3,050	New	+$441K	0.05%	336

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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sheaff Brock Investment Advisors's FRT Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2017, closing a stake of 3,050 shares — an estimated $433K sold.

Sheaff Brock Investment Advisors first reported a position in FRT in Q4 2015 and held it in 5 quarters. The position peaked at $505K in Q2 2016. 385 funds tracked by Wall St. Rank hold FRT as of Q1 2017.

Sheaff Brock Investment Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 3,050 Federal Realty Investment Trust shares in Q1 2017, an estimated $433K.
Sheaff Brock Investment Advisors first reported a position in Federal Realty Investment Trust in Q4 2015 and held it in 5 quarters.
Sheaff Brock Investment Advisors's Federal Realty Investment Trust position peaked at $505K in Q2 2016.
385 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.