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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
Shares
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
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1-Year Est. Return
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$5.72T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
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$1.56T AUM
27.86%
1-Year Est. Return
Norges Bank
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$935B AUM
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
PI
PGGM Investments
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$5.7B AUM
17.05%
1-Year Est. Return
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$757B AUM
28.64%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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