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Wealthfront’s Federal Realty Investment Trust FRT Stock Holding History

Wealthfront’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
2018
Q3 		$762K Sell
6,028
-331
-5% -$42K 0.01% 317
2018
Q2 		$805K Sell
6,359
-525
-8% -$62K 0.01% 296
2018
Q1 		$799K Buy
6,884
+3,767
+121% +$445K 0.01% 298
2017
Q4 		$414K Sell
3,117
-250
-7% -$32.3K ﹤0.01% 387
2017
Q3 		$418K Buy
+3,367
New +$433K 0.01% 365
2015
Q4 		– Sell
-314
Closed -$43K – 559
2015
Q3 		$43K Buy
314
+132
+73% +$17.6K ﹤0.01% 548
2015
Q2 		$23K Buy
182
+34
+23% +$4.62K ﹤0.01% 601
2015
Q1 		$22K Buy
148
+146
+7,300% +$21K ﹤0.01% 541
2014
Q4 		$0 Buy
+2
New +$260 ﹤0.01% 781

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Wealthfront's FRT Position: Q3 2018 in Review

Wealthfront reduced its Federal Realty Investment Trust (FRT) stake by 5.2% in Q3 2018, selling an estimated $42K and leaving 6,028 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #317.

Wealthfront first reported a position in FRT in Q4 2014 and has held it in 9 quarters since. The position peaked at $805K in Q2 2018. 406 funds tracked by Wall St. Rank hold FRT as of Q3 2018.

  • Wealthfront held 6,028 shares of Federal Realty Investment Trust worth $762K as of Q3 2018.
  • Wealthfront sold 331 Federal Realty Investment Trust shares in Q3 2018, an estimated $42K.
  • Federal Realty Investment Trust made up 0.01% of Wealthfront's portfolio in Q3 2018, its #317 holding.
  • Wealthfront first reported a position in Federal Realty Investment Trust in Q4 2014 and has held it in 9 quarters since.
  • Wealthfront's Federal Realty Investment Trust position peaked at $805K in Q2 2018.
  • 406 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.