AFP
PDM

Ausdal Financial Partners’s Piedmont Realty Trust PDM Stock Holding History

Ausdal Financial Partners’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
2018
Q4 		– Sell
-13,800
Closed -$261K – 360
2018
Q3 		$261K Sell
13,800
-500
-3% -$9.86K 0.07% 309
2018
Q2 		$285K Sell
14,300
-490
-3% -$9.09K 0.09% 289
2018
Q1 		$260K Sell
14,790
-1,500
-9% -$27.7K 0.09% 279
2017
Q4 		$319K Sell
16,290
-500
-3% -$9.96K 0.11% 239
2017
Q3 		$338K Sell
16,790
-2,000
-11% -$40.8K 0.13% 200
2017
Q2 		$396K Hold
18,790
– – 0.17% 172
2017
Q1 		$402K Sell
18,790
-1,000
-5% -$21.7K 0.18% 142
2016
Q4 		$414K Sell
19,790
-1,200
-6% -$24.2K 0.19% 132
2016
Q3 		$457K Sell
20,990
-550
-3% -$11.8K 0.23% 122
2016
Q2 		$464K Buy
+21,540
New +$437K 0.24% 114

Other funds holding PDM

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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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ausdal Financial Partners's PDM Position: Q4 2018 in Review

Ausdal Financial Partners sold out of Piedmont Realty Trust (PDM) in Q4 2018, closing a stake of 13,800 shares — an estimated $261K sold.

Ausdal Financial Partners first reported a position in PDM in Q2 2016 and held it in 10 quarters. The position peaked at $464K in Q2 2016. 232 funds tracked by Wall St. Rank hold PDM as of Q4 2018.

  • Ausdal Financial Partners reported no remaining Piedmont Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 13,800 Piedmont Realty Trust shares in Q4 2018, an estimated $261K.
  • Ausdal Financial Partners first reported a position in Piedmont Realty Trust in Q2 2016 and held it in 10 quarters.
  • Ausdal Financial Partners's Piedmont Realty Trust position peaked at $464K in Q2 2016.
  • 232 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.