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Strategic Wealth Management Group’s Federal Realty Investment Trust FRT Stock Holding History

Strategic Wealth Management Group’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
2020
Q1 		– Sell
-2,549
Closed -$328K – 95
2019
Q4 		$328K Hold
2,549
– – 0.21% 63
2019
Q3 		$347K Hold
2,549
– – 0.25% 55
2019
Q2 		$328K Sell
2,549
-359
-12% -$47.6K 0.25% 56
2019
Q1 		$401K Sell
2,908
-1,075
-27% -$141K 0.33% 45
2018
Q4 		$470K Buy
+3,983
New +$500K 0.45% 39

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Strategic Wealth Management Group's FRT Position: Q1 2020 in Review

Strategic Wealth Management Group sold out of Federal Realty Investment Trust (FRT) in Q1 2020, closing a stake of 2,549 shares — an estimated $328K sold.

Strategic Wealth Management Group first reported a position in FRT in Q4 2018 and held it in 5 quarters. The position peaked at $470K in Q4 2018. 386 funds tracked by Wall St. Rank hold FRT as of Q1 2020.

  • Strategic Wealth Management Group reported no remaining Federal Realty Investment Trust position as of Q1 2020 after selling out during the quarter.
  • Strategic Wealth Management Group sold 2,549 Federal Realty Investment Trust shares in Q1 2020, an estimated $328K.
  • Strategic Wealth Management Group first reported a position in Federal Realty Investment Trust in Q4 2018 and held it in 5 quarters.
  • Strategic Wealth Management Group's Federal Realty Investment Trust position peaked at $470K in Q4 2018.
  • 386 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2020.

Based on Strategic Wealth Management Group's 13F filing for Q1 2020, filed 10 Apr 2020.