APP
PDM

Avantax Planning Partners’s Piedmont Realty Trust PDM Stock Holding History

Avantax Planning 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
-1,260
Closed -$24K – 935
2018
Q3 		$24K Buy
+1,260
New +$24.8K ﹤0.01% 658
2018
Q2 		– Sell
-1,260
Closed -$22K – 1114
2018
Q1 		$22K Buy
+1,260
New +$23.3K ﹤0.01% 751

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

Avantax Planning Partners's PDM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Piedmont Realty Trust (PDM) in Q4 2018, closing a stake of 1,260 shares — an estimated $24K sold.

Avantax Planning Partners first reported a position in PDM in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q3 2018. 232 funds tracked by Wall St. Rank hold PDM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Piedmont Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,260 Piedmont Realty Trust shares in Q4 2018, an estimated $24K.
  • Avantax Planning Partners first reported a position in Piedmont Realty Trust in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Piedmont Realty Trust position peaked at $24K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.