Asset Planning Services (Pennsylvania)’s Piedmont Realty Trust PDM Stock Holding History

Asset Planning Services (Pennsylvania)’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	-204	Closed	-$4K	–	199
2019 Q3	$4K	Hold	204	–	–	﹤0.01%	245
2019 Q2	$4K	Hold	204	–	–	﹤0.01%	238
2019 Q1	$4K	Hold	204	–	–	﹤0.01%	237
2018 Q4	$3K	Hold	204	–	–	﹤0.01%	244
2018 Q3	$4K	Hold	204	–	–	﹤0.01%	242
2018 Q2	$4K	Hold	204	–	–	﹤0.01%	239
2018 Q1	$4K	Hold	204	–	–	﹤0.01%	241
2017 Q4	$4K	Hold	204	–	–	﹤0.01%	246
2017 Q3	$4K	Hold	204	–	–	﹤0.01%	268
2017 Q2	$4K	Sell	204 -658	-76%	-$14.2K	﹤0.01%	270
2017 Q1	$18K	Hold	862	–	–	0.01%	191
2016 Q4	$18K	Hold	862	–	–	0.01%	168
2016 Q3	$19K	Hold	862	–	–	0.02%	163
2016 Q2	$19K	Hold	862	–	–	0.02%	170
2016 Q1	$18K	Hold	862	–	–	0.02%	171
2015 Q4	$16K	Hold	862	–	–	0.02%	143
2015 Q3	$15K	Hold	862	–	–	0.02%	138
2015 Q2	$15K	Buy	+862	New	+$15.3K	0.01%	163

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

Asset Planning Services (Pennsylvania)'s PDM Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Piedmont Realty Trust (PDM) in Q4 2019, closing a stake of 204 shares — an estimated $4K sold.

Asset Planning Services (Pennsylvania) first reported a position in PDM in Q2 2015 and held it in 18 quarters. The position peaked at $19K in Q3 2016. 254 funds tracked by Wall St. Rank hold PDM as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Piedmont Realty Trust position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 204 Piedmont Realty Trust shares in Q4 2019, an estimated $4K.
Asset Planning Services (Pennsylvania) first reported a position in Piedmont Realty Trust in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Piedmont Realty Trust position peaked at $19K in Q3 2016.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.