BIG
PDM

Bellwether Investment Group’s Piedmont Realty Trust PDM Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-2,072
Closed -$43K – 903
2016
Q4 		$43K Buy
+2,072
New +$41.8K 0.04% 293
2016
Q2 		$45K Buy
+2,072
New +$42.1K 0.05% 258

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 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 $3.37T AUM 44.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellwether Investment Group's PDM Position: Q1 2017 in Review

Bellwether Investment Group sold out of Piedmont Realty Trust (PDM) in Q1 2017, closing a stake of 2,072 shares — an estimated $43K sold.

Bellwether Investment Group first reported a position in PDM in Q2 2016 and held it in 2 quarters. The position peaked at $45K in Q2 2016. 211 funds tracked by Wall St. Rank hold PDM as of Q1 2017.

  • Bellwether Investment Group reported no remaining Piedmont Realty Trust position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,072 Piedmont Realty Trust shares in Q1 2017, an estimated $43K.
  • Bellwether Investment Group first reported a position in Piedmont Realty Trust in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Piedmont Realty Trust position peaked at $45K in Q2 2016.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.