AWM
PDM

AE Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

AE Wealth 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
2020
Q1 		– Sell
-21,755
Closed -$484K – 1239
2019
Q4 		$484K Buy
+21,755
New +$468K 0.01% 747

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AE Wealth Management's PDM Position: Q1 2020 in Review

AE Wealth Management sold out of Piedmont Realty Trust (PDM) in Q1 2020, closing a stake of 21,755 shares — an estimated $484K sold.

AE Wealth Management first reported a position in PDM in Q4 2019 and held it in 1 quarter. The position peaked at $484K in Q4 2019. 252 funds tracked by Wall St. Rank hold PDM as of Q1 2020.

  • AE Wealth Management reported no remaining Piedmont Realty Trust position as of Q1 2020 after selling out during the quarter.
  • AE Wealth Management sold 21,755 Piedmont Realty Trust shares in Q1 2020, an estimated $484K.
  • AE Wealth Management first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 1 quarter.
  • AE Wealth Management's Piedmont Realty Trust position peaked at $484K in Q4 2019.
  • 252 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.