AA
PDM

Advisory Alpha’s Piedmont Realty Trust PDM Stock Holding History

Advisory Alpha’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
2020
Q4 		– Sell
-8,633
Closed -$121K – 491
2020
Q3 		$121K Buy
+8,633
New +$134K 0.03% 133
2020
Q2 		– Sell
-433
Closed -$6.89K – 458
2020
Q1 		$6.89K Hold
433
– – ﹤0.01% 452
2019
Q4 		$9.79K Buy
+433
New +$9.32K ﹤0.01% 503

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisory Alpha's PDM Position: Q4 2020 in Review

Advisory Alpha sold out of Piedmont Realty Trust (PDM) in Q4 2020, closing a stake of 8,633 shares — an estimated $121K sold.

Advisory Alpha first reported a position in PDM in Q4 2019 and held it in 3 quarters. The position peaked at $121K in Q3 2020. 233 funds tracked by Wall St. Rank hold PDM as of Q4 2020.

  • Advisory Alpha reported no remaining Piedmont Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 8,633 Piedmont Realty Trust shares in Q4 2020, an estimated $121K.
  • Advisory Alpha first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 3 quarters.
  • Advisory Alpha's Piedmont Realty Trust position peaked at $121K in Q3 2020.
  • 233 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.