AGF Investments LLC’s Piedmont Realty Trust PDM Stock Holding History

AGF Investments LLC’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	–	Sell	-197	Closed	-$4K	–	668
2019 Q3	$4K	Sell	197 -197	-50%	-$3.98K	﹤0.01%	581
2019 Q2	$8K	Sell	394 -56	-12%	-$1.16K	﹤0.01%	555
2019 Q1	$9K	Hold	450	–	–	﹤0.01%	511
2018 Q4	$8K	Hold	450	–	–	﹤0.01%	587
2018 Q3	$8K	Sell	450 -450	-50%	-$8.87K	﹤0.01%	741
2018 Q2	$18K	Buy	900 +474	+111%	+$8.79K	﹤0.01%	663
2018 Q1	$8K	Hold	426	–	–	﹤0.01%	542
2017 Q4	$8K	Hold	426	–	–	﹤0.01%	649
2017 Q3	$9K	Hold	426	–	–	﹤0.01%	630
2017 Q2	$9K	Hold	426	–	–	﹤0.01%	616
2017 Q1	$10K	Hold	426	–	–	﹤0.01%	539
2016 Q4	$9K	Buy	+426	New	+$8.59K	﹤0.01%	688

Other funds holding PDM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Investments LLC's PDM Position: Q4 2019 in Review

AGF Investments LLC sold out of Piedmont Realty Trust (PDM) in Q4 2019, closing a stake of 197 shares — an estimated $4K sold.

AGF Investments LLC first reported a position in PDM in Q4 2016 and held it in 12 quarters. The position peaked at $18K in Q2 2018. 254 funds tracked by Wall St. Rank hold PDM as of Q4 2019.

AGF Investments LLC reported no remaining Piedmont Realty Trust position as of Q4 2019 after selling out during the quarter.
AGF Investments LLC sold 197 Piedmont Realty Trust shares in Q4 2019, an estimated $4K.
AGF Investments LLC first reported a position in Piedmont Realty Trust in Q4 2016 and held it in 12 quarters.
AGF Investments LLC's Piedmont Realty Trust position peaked at $18K in Q2 2018.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2019.

Based on AGF Investments LLC's 13F filing for Q4 2019, filed 12 Feb 2020.