AW
PDM

Alpha Windward’s Piedmont Realty Trust PDM Stock Holding History

Alpha Windward’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
Q2 		– Sell
-19,440
Closed -$343K – 490
2020
Q1 		$343K Buy
+19,440
New +$419K 0.3% 89
2018
Q2 		– Sell
-1,642
Closed -$29K – 441
2018
Q1 		$29K Hold
1,642
– – 0.02% 340
2017
Q4 		$32K Sell
1,642
-23,241
-93% -$463K 0.02% 328
2017
Q3 		$502K Buy
24,883
+2,400
+11% +$48.9K 0.31% 129
2017
Q2 		$474K Buy
22,483
+3
+0% +$65 0.3% 98
2017
Q1 		$481K Buy
22,480
+21,420
+2,021% +$464K 0.31% 93
2016
Q4 		$22K Buy
+1,060
New +$21.4K 0.01% 358
2014
Q4 		– Sell
-1,541
Closed -$27K – 451
2014
Q3 		$27K Hold
1,541
– – 0.02% 337
2014
Q2 		$29K Buy
1,541
+186
+14% +$3.41K 0.02% 325
2014
Q1 		$23K Hold
1,355
– – 0.02% 341
2013
Q4 		$22K Buy
1,355
+310
+30% +$5.36K 0.02% 339
2013
Q3 		$18K Hold
1,045
– – 0.01% 349
2013
Q2 		$19K Buy
+1,045
New +$20.3K 0.02% 335

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alpha Windward's PDM Position: Q2 2020 in Review

Alpha Windward sold out of Piedmont Realty Trust (PDM) in Q2 2020, closing a stake of 19,440 shares — an estimated $343K sold.

Alpha Windward first reported a position in PDM in Q2 2013 and held it in 13 quarters. The position peaked at $502K in Q3 2017. 235 funds tracked by Wall St. Rank hold PDM as of Q2 2020.

  • Alpha Windward reported no remaining Piedmont Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Alpha Windward sold 19,440 Piedmont Realty Trust shares in Q2 2020, an estimated $343K.
  • Alpha Windward first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 13 quarters.
  • Alpha Windward's Piedmont Realty Trust position peaked at $502K in Q3 2017.
  • 235 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2020.

Based on Alpha Windward's 13F filing for Q2 2020, filed 13 Jul 2020.