Berman Capital Advisors’s Piedmont Realty Trust PDM Stock Holding History

Berman Capital Advisors’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
2021 Q3	$76K	Buy	4,397 +2,414	+122%	+$44K	0.01%	524
2021 Q2	$36K	Buy	1,983 +244	+14%	+$4.54K	0.01%	702
2021 Q1	$30K	Buy	+1,739	New	+$29.3K	0.01%	658
2020 Q2	–	Sell	-586	Closed	-$10K	–	1766
2020 Q1	$10K	Sell	586 -1	-0.2%	-$22	﹤0.01%	671
2019 Q4	$13K	Hold	587	–	–	﹤0.01%	655
2019 Q3	$12K	Buy	587 +2	+0.3%	+$40	﹤0.01%	665
2019 Q2	$11K	Buy	585 +2	+0.3%	+$41	﹤0.01%	699
2019 Q1	$12K	Buy	+583	New	+$11.5K	﹤0.01%	601

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's PDM Position: Q3 2021 in Review

Berman Capital Advisors increased its Piedmont Realty Trust (PDM) stake by 122% in Q3 2021, buying an estimated $44K and bringing the position to 4,397 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #524.

Berman Capital Advisors first reported a position in PDM in Q1 2019 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2021.

Berman Capital Advisors held 4,397 shares of Piedmont Realty Trust worth $76K as of Q3 2021.
Berman Capital Advisors bought 2,414 Piedmont Realty Trust shares in Q3 2021, an estimated $44K.
Piedmont Realty Trust made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #524 holding.
Berman Capital Advisors first reported a position in Piedmont Realty Trust in Q1 2019 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.