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

Wealthcare 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
2020 Q1	–	Sell	-9	Closed	-$1K	–	404
2019 Q4	$1K	Buy	+9	New	+$1.2K	﹤0.01%	632
2015 Q2	–	Sell	-13	Closed	-$2K	–	564
2015 Q1	$2K	Buy	+13	New	+$1.87K	﹤0.01%	810

Other funds holding FRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthcare Capital Management's FRT Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Federal Realty Investment Trust (FRT) in Q1 2020, closing a stake of 9 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in FRT in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 386 funds tracked by Wall St. Rank hold FRT as of Q1 2020.

Wealthcare Capital Management reported no remaining Federal Realty Investment Trust position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 9 Federal Realty Investment Trust shares in Q1 2020, an estimated $1K.
Wealthcare Capital Management first reported a position in Federal Realty Investment Trust in Q1 2015 and held it in 2 quarters.
Wealthcare Capital Management's Federal Realty Investment Trust position peaked at $2K in Q1 2015.
386 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.