BFG
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Beacon Financial Group’s Piedmont Realty Trust PDM Stock Holding History

Beacon Financial Group’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
Q1 		– Sell
-12,610
Closed -$280K – 181
2019
Q4 		$280K Hold
12,610
– – 0.04% 181
2019
Q3 		$264K Hold
12,610
– – 0.05% 180
2019
Q2 		$251K Buy
+12,610
New +$260K 0.04% 185
2014
Q1 		– Sell
-46,081
Closed -$773K – 179
2013
Q4 		$773K Sell
46,081
-9,411
-17% -$163K 0.15% 102
2013
Q3 		$976K Buy
+55,492
New +$992K 0.21% 90

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Beacon Financial Group's PDM Position: Q1 2020 in Review

Beacon Financial Group sold out of Piedmont Realty Trust (PDM) in Q1 2020, closing a stake of 12,610 shares — an estimated $280K sold.

Beacon Financial Group first reported a position in PDM in Q3 2013 and held it in 5 quarters. The position peaked at $976K in Q3 2013. 252 funds tracked by Wall St. Rank hold PDM as of Q1 2020.

  • Beacon Financial Group reported no remaining Piedmont Realty Trust position as of Q1 2020 after selling out during the quarter.
  • Beacon Financial Group sold 12,610 Piedmont Realty Trust shares in Q1 2020, an estimated $280K.
  • Beacon Financial Group first reported a position in Piedmont Realty Trust in Q3 2013 and held it in 5 quarters.
  • Beacon Financial Group's Piedmont Realty Trust position peaked at $976K in Q3 2013.
  • 252 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2020.

Based on Beacon Financial Group's 13F filing for Q1 2020, filed 29 Jun 2020.