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Acorn Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

Acorn Wealth Advisors’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,848
Closed -$56K – 336
2018
Q2 		$56K Hold
2,848
– – 0.05% 254
2018
Q1 		$51K Hold
2,848
– – 0.04% 262
2017
Q4 		$55K Buy
+2,848
New +$56.7K 0.05% 243

Other funds holding PDM

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acorn Wealth Advisors's PDM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Piedmont Realty Trust (PDM) in Q3 2018, closing a stake of 2,848 shares — an estimated $56K sold.

Acorn Wealth Advisors first reported a position in PDM in Q4 2017 and held it in 3 quarters. The position peaked at $56K in Q2 2018. 227 funds tracked by Wall St. Rank hold PDM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Piedmont Realty Trust position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 2,848 Piedmont Realty Trust shares in Q3 2018, an estimated $56K.
  • Acorn Wealth Advisors first reported a position in Piedmont Realty Trust in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Piedmont Realty Trust position peaked at $56K in Q2 2018.
  • 227 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.