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Stifel Trust’s Federal Realty Investment Trust FRT Stock Holding History

Stifel Trust’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
2014
Q3 		$6K Hold
50
– – ﹤0.01% 465
2014
Q2 		$7K Hold
50
– – ﹤0.01% 394
2014
Q1 		$6K Hold
50
– – ﹤0.01% 424
2013
Q4 		$6K Hold
50
– – ﹤0.01% 414
2013
Q3 		$6K Hold
50
– – ﹤0.01% 411
2013
Q2 		$6K Buy
+50
New +$5.52K ﹤0.01% 410

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stifel Trust's FRT Position: Q3 2014 in Review

Stifel Trust held its Federal Realty Investment Trust (FRT) position steady in Q3 2014 at 50 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Stifel Trust first reported a position in FRT in Q2 2013 and has held it in 6 quarters since. The position peaked at $7K in Q2 2014. 307 funds tracked by Wall St. Rank hold FRT as of Q3 2014.

  • Stifel Trust held 50 shares of Federal Realty Investment Trust worth $6K as of Q3 2014.
  • Stifel Trust left its Federal Realty Investment Trust share count unchanged in Q3 2014.
  • Federal Realty Investment Trust made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #465 holding.
  • Stifel Trust first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Federal Realty Investment Trust position peaked at $7K in Q2 2014.
  • 307 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.