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Wealthspire Advisors (Maryland)’s Federal Realty Investment Trust FRT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-871
Closed -$120K – 1023
2019
Q1 		$120K Buy
871
+3
+0.3% +$393 0.01% 575
2018
Q4 		$102K Buy
868
+112
+15% +$14.1K 0.01% 595
2018
Q3 		$96K Buy
756
+5
+0.7% +$635 0.01% 705
2018
Q2 		$95K Buy
751
+7
+0.9% +$826 0.01% 725
2018
Q1 		$86K Sell
744
-153
-17% -$18.1K 0.01% 765
2017
Q4 		$119K Buy
897
+115
+15% +$14.8K 0.01% 647
2017
Q3 		$97K Buy
782
+49
+7% +$6.3K 0.01% 725
2017
Q2 		$93K Buy
733
+587
+402% +$75.7K 0.01% 719
2017
Q1 		$19K Buy
146
+11
+8% +$1.52K ﹤0.01% 1099
2016
Q4 		$19K Buy
135
+37
+38% +$5.25K ﹤0.01% 1035
2016
Q3 		$15K Hold
98
– – ﹤0.01% 1136
2016
Q2 		$16K Hold
98
– – ﹤0.01% 1067
2016
Q1 		$15K Hold
98
– – ﹤0.01% 1063
2015
Q4 		$14K Buy
+98
New +$14.2K ﹤0.01% 1088

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FRT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Federal Realty Investment Trust (FRT) in Q2 2019, closing a stake of 871 shares — an estimated $120K sold.

Wealthspire Advisors (Maryland) first reported a position in FRT in Q4 2015 and held it in 14 quarters. The position peaked at $120K in Q1 2019. 424 funds tracked by Wall St. Rank hold FRT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Federal Realty Investment Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 871 Federal Realty Investment Trust shares in Q2 2019, an estimated $120K.
  • Wealthspire Advisors (Maryland) first reported a position in Federal Realty Investment Trust in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Federal Realty Investment Trust position peaked at $120K in Q1 2019.
  • 424 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.