Shelton Capital Management’s Federal Realty Investment Trust FRT Stock Holding History

Shelton Capital 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
2018 Q4	–	Sell	-2,498	Closed	-$316K	–	830
2018 Q3	$316K	Buy	+2,498	New	+$317K	0.02%	559
2016 Q3	–	Sell	-7,127	Closed	-$1.18M	–	806
2016 Q2	$1.18M	Hold	7,127	–	–	0.1%	180
2016 Q1	$1.11M	Buy	7,127 +600	+9%	+$89.8K	0.1%	189
2015 Q4	$954K	Hold	6,527	–	–	0.09%	199
2015 Q3	$891K	Hold	6,527	–	–	0.1%	197
2015 Q2	$836K	Hold	6,527	–	–	0.09%	217
2015 Q1	$961K	Sell	6,527 -454	-7%	-$65.2K	0.1%	196
2014 Q4	$932K	Sell	6,981 -193	-3%	-$25.1K	0.11%	184
2014 Q3	$850K	Hold	7,174	–	–	0.11%	179
2014 Q2	$867K	Hold	7,174	–	–	0.12%	176
2014 Q1	$823K	Hold	7,174	–	–	0.12%	172
2013 Q4	$728K	Hold	7,174	–	–	0.11%	194
2013 Q3	$728K	Hold	7,174	–	–	0.12%	178
2013 Q2	$744K	Buy	+7,174	New	+$792K	0.14%	155

Other funds holding FRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shelton Capital Management's FRT Position: Q4 2018 in Review

Shelton Capital Management sold out of Federal Realty Investment Trust (FRT) in Q4 2018, closing a stake of 2,498 shares — an estimated $316K sold.

Shelton Capital Management first reported a position in FRT in Q2 2013 and held it in 14 quarters. The position peaked at $1.18M in Q2 2016. 409 funds tracked by Wall St. Rank hold FRT as of Q4 2018.

Shelton Capital Management reported no remaining Federal Realty Investment Trust position as of Q4 2018 after selling out during the quarter.
Shelton Capital Management sold 2,498 Federal Realty Investment Trust shares in Q4 2018, an estimated $316K.
Shelton Capital Management first reported a position in Federal Realty Investment Trust in Q2 2013 and held it in 14 quarters.
Shelton Capital Management's Federal Realty Investment Trust position peaked at $1.18M in Q2 2016.
409 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2018.

Based on Shelton Capital Management's 13F filing for Q4 2018, filed 31 Jan 2019.