AG
PDM

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor Group's PDM Position: Q4 2019 in Review

Advisor Group increased its Piedmont Realty Trust (PDM) stake by 1.1% in Q4 2019, buying an estimated $16.7K and bringing the position to 68,493 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #952.

Advisor Group first reported a position in PDM in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.23M in Q3 2016. 254 funds tracked by Wall St. Rank hold PDM as of Q4 2019.

  • Advisor Group held 68,493 shares of Piedmont Realty Trust worth $1.52M as of Q4 2019.
  • Advisor Group bought 776 Piedmont Realty Trust shares in Q4 2019, an estimated $16.7K.
  • Piedmont Realty Trust made up 0.01% of Advisor Group's portfolio in Q4 2019, its #952 holding.
  • Advisor Group first reported a position in Piedmont Realty Trust in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Piedmont Realty Trust position peaked at $3.23M in Q3 2016.
  • 254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.