WFG Advisors’s Federal Realty Investment Trust FRT Stock Holding History

WFG Advisors’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
2017 Q2	$69K	Buy	546 +396	+264%	+$51.1K	0.02%	623
2017 Q1	$20K	Buy	+150	New	+$20.7K	0.01%	882
2015 Q2	–	Sell	-21	Closed	-$3K	–	1709
2015 Q1	$3K	Hold	21	–	–	﹤0.01%	1465
2014 Q4	$3K	Hold	21	–	–	﹤0.01%	1767
2014 Q3	$2K	Buy	+21	New	+$2.58K	﹤0.01%	1863

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's FRT Position: Q2 2017 in Review

WFG Advisors increased its Federal Realty Investment Trust (FRT) stake by 264% in Q2 2017, buying an estimated $51.1K and bringing the position to 546 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #623.

WFG Advisors first reported a position in FRT in Q3 2014 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold FRT as of Q2 2017.

WFG Advisors held 546 shares of Federal Realty Investment Trust worth $69K as of Q2 2017.
WFG Advisors bought 396 Federal Realty Investment Trust shares in Q2 2017, an estimated $51.1K.
Federal Realty Investment Trust made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #623 holding.
WFG Advisors first reported a position in Federal Realty Investment Trust in Q3 2014 and has held it in 5 quarters since.
361 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.