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Winfield Associates’s Federal Realty Investment Trust FRT Stock Holding History

Winfield Associates’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 		– Sell
-130
Closed -$17K – 884
2017
Q1 		$17K Hold
130
– – 0.01% 288
2016
Q4 		$18K Buy
+130
New +$18.5K 0.01% 268

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Invesco
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winfield Associates's FRT Position: Q2 2017 in Review

Winfield Associates sold out of Federal Realty Investment Trust (FRT) in Q2 2017, closing a stake of 130 shares — an estimated $17K sold.

Winfield Associates first reported a position in FRT in Q4 2016 and held it in 2 quarters. The position peaked at $18K in Q4 2016. 361 funds tracked by Wall St. Rank hold FRT as of Q2 2017.

  • Winfield Associates reported no remaining Federal Realty Investment Trust position as of Q2 2017 after selling out during the quarter.
  • Winfield Associates sold 130 Federal Realty Investment Trust shares in Q2 2017, an estimated $17K.
  • Winfield Associates first reported a position in Federal Realty Investment Trust in Q4 2016 and held it in 2 quarters.
  • Winfield Associates's Federal Realty Investment Trust position peaked at $18K in Q4 2016.
  • 361 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2017.

Based on Winfield Associates's 13F filing for Q2 2017, filed 27 Jul 2017.