Advisor Group’s Piedmont Realty Trust PDM Stock Holding History

Advisor Group’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 Q4	$1.52M	Buy	68,493 +776	+1%	+$16.7K	0.01%	952
2019 Q3	$1.42M	Sell	67,717 -1,851	-3%	-$37.4K	0.01%	942
2019 Q2	$1.39M	Buy	69,568 +5,036	+8%	+$104K	0.01%	933
2019 Q1	$1.34M	Sell	64,532 -17,940	-22%	-$353K	0.01%	920
2018 Q4	$1.4M	Buy	82,472 +15,908	+24%	+$289K	0.01%	777
2018 Q3	$1.26M	Sell	66,564 -5,917	-8%	-$117K	0.01%	849
2018 Q2	$1.45M	Sell	72,481 -6,839	-9%	-$127K	0.02%	688
2018 Q1	$1.4M	Sell	79,320 -28,694	-27%	-$530K	0.02%	707
2017 Q4	$2.12M	Sell	108,014 -5,276	-5%	-$105K	0.03%	539
2017 Q3	$2.28M	Buy	113,290 +2,829	+3%	+$57.7K	0.04%	461
2017 Q2	$2.33M	Sell	110,461 -6,952	-6%	-$150K	0.04%	434
2017 Q1	$2.51M	Sell	117,413 -18,947	-14%	-$411K	0.05%	384
2016 Q4	$2.85M	Sell	136,360 -11,930	-8%	-$241K	0.06%	311
2016 Q3	$3.23M	Buy	148,290 +2,206	+2%	+$47.4K	0.08%	283
2016 Q2	$3.14M	Buy	+146,084	New	+$2.97M	0.08%	265

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

LSV Asset Management

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

Fidelity Investments

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

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

American Century Companies

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

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

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