WRF
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Waddell & Reed Financial’s Federal Realty Investment Trust FRT Stock Holding History

Waddell & Reed Financial’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
2013
Q3 		– Sell
-10,514
Closed -$1.09M – 562
2013
Q2 		$1.09M Buy
+10,514
New +$1.16M ﹤0.01% 521

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waddell & Reed Financial's FRT Position: Q3 2013 in Review

Waddell & Reed Financial sold out of Federal Realty Investment Trust (FRT) in Q3 2013, closing a stake of 10,514 shares — an estimated $1.09M sold.

Waddell & Reed Financial first reported a position in FRT in Q2 2013 and held it in 1 quarter. The position peaked at $1.09M in Q2 2013. 288 funds tracked by Wall St. Rank hold FRT as of Q3 2013.

  • Waddell & Reed Financial reported no remaining Federal Realty Investment Trust position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 10,514 Federal Realty Investment Trust shares in Q3 2013, an estimated $1.09M.
  • Waddell & Reed Financial first reported a position in Federal Realty Investment Trust in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's Federal Realty Investment Trust position peaked at $1.09M in Q2 2013.
  • 288 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2013.

Based on Waddell & Reed Financial's 13F filing for Q3 2013, filed 14 Nov 2013.