AIA
PDM

Avalon Investment & Advisory’s Piedmont Realty Trust PDM Stock Holding History

Avalon Investment & Advisory’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
2017
Q3 		– Sell
-137,844
Closed -$2.91M – 388
2017
Q2 		$2.91M Buy
+137,844
New +$2.98M 0.1% 157

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avalon Investment & Advisory's PDM Position: Q3 2017 in Review

Avalon Investment & Advisory sold out of Piedmont Realty Trust (PDM) in Q3 2017, closing a stake of 137,844 shares — an estimated $2.91M sold.

Avalon Investment & Advisory first reported a position in PDM in Q2 2017 and held it in 1 quarter. The position peaked at $2.91M in Q2 2017. 220 funds tracked by Wall St. Rank hold PDM as of Q3 2017.

  • Avalon Investment & Advisory reported no remaining Piedmont Realty Trust position as of Q3 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 137,844 Piedmont Realty Trust shares in Q3 2017, an estimated $2.91M.
  • Avalon Investment & Advisory first reported a position in Piedmont Realty Trust in Q2 2017 and held it in 1 quarter.
  • Avalon Investment & Advisory's Piedmont Realty Trust position peaked at $2.91M in Q2 2017.
  • 220 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2017.

Based on Avalon Investment & Advisory's 13F filing for Q3 2017, filed 14 Nov 2017.