Advantage Investment Management’s Piedmont Realty Trust PDM Stock Holding History

Advantage Investment Management’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
2019 Q3	$59K	Hold	2,807	–	–	0.05%	306
2019 Q2	$56K	Hold	2,807	–	–	0.04%	324
2019 Q1	$59K	Sell	2,807 -1,100	-28%	-$21.6K	0.05%	309
2018 Q4	$67K	Hold	3,907	–	–	0.05%	294
2018 Q3	$74K	Buy	3,907 +12	+0.3%	+$237	0.05%	324
2018 Q2	$78K	Sell	3,895 -1,277	-25%	-$23.7K	0.06%	295
2018 Q1	$91K	Buy	5,172 +2,365	+84%	+$43.6K	0.03%	280
2017 Q4	$55K	Sell	2,807 -607	-18%	-$12.1K	0.02%	381
2017 Q3	$69K	Buy	3,414 +107	+3%	+$2.18K	0.02%	333
2017 Q2	$70K	Hold	3,307	–	–	0.02%	293
2017 Q1	$71K	Hold	3,307	–	–	0.03%	272
2016 Q4	$69K	Hold	3,307	–	–	0.03%	273
2016 Q3	$72K	Sell	3,307 -372	-10%	-$7.99K	0.03%	267
2016 Q2	$79K	Hold	3,679	–	–	0.04%	268
2016 Q1	$75K	Sell	3,679 -3,906	-51%	-$72.8K	0.03%	262
2015 Q4	$143K	Hold	7,585	–	–	0.07%	172
2015 Q3	$136K	Hold	7,585	–	–	0.08%	157
2015 Q2	$133K	Sell	7,585 -2,000	-21%	-$35.6K	0.06%	194
2015 Q1	$178K	Sell	9,585 -157	-2%	-$2.96K	0.1%	151
2014 Q4	$184K	Buy	+9,742	New	+$183K	0.14%	128

Other funds holding PDM

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advantage Investment Management's PDM Position: Q3 2019 in Review

Advantage Investment Management held its Piedmont Realty Trust (PDM) position steady in Q3 2019 at 2,807 shares worth $59K. The position accounts for 0.05% of the portfolio, ranked #306.

Advantage Investment Management first reported a position in PDM in Q4 2014 and has held it in 20 quarters since. The position peaked at $184K in Q4 2014. 241 funds tracked by Wall St. Rank hold PDM as of Q3 2019.

Advantage Investment Management held 2,807 shares of Piedmont Realty Trust worth $59K as of Q3 2019.
Advantage Investment Management left its Piedmont Realty Trust share count unchanged in Q3 2019.
Piedmont Realty Trust made up 0.05% of Advantage Investment Management's portfolio in Q3 2019, its #306 holding.
Advantage Investment Management first reported a position in Piedmont Realty Trust in Q4 2014 and has held it in 20 quarters since.
Advantage Investment Management's Piedmont Realty Trust position peaked at $184K in Q4 2014.
241 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.