BPM
PDM

Bowling Portfolio Management’s Piedmont Realty Trust PDM Stock Holding History

Bowling Portfolio Management’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
Q3 		– Sell
-39,533
Closed -$657K – 464
2020
Q2 		$657K Sell
39,533
-3,648
-8% -$60.9K 0.14% 196
2020
Q1 		$763K Sell
43,181
-1,894
-4% -$40.8K 0.19% 148
2019
Q4 		$1M Sell
45,075
-29,606
-40% -$638K 0.17% 201
2019
Q3 		$1.56M Buy
74,681
+8,969
+14% +$181K 0.26% 118
2019
Q2 		$1.31M Buy
+65,712
New +$1.36M 0.21% 186
2018
Q4 		– Sell
-72,754
Closed -$1.38M – 386
2018
Q3 		$1.38M Buy
+72,754
New +$1.43M 0.19% 191
2018
Q1 		– Sell
-22,549
Closed -$442K – 393
2017
Q4 		$442K Buy
22,549
+1,499
+7% +$29.9K 0.06% 311
2017
Q3 		$424K Buy
+21,050
New +$429K 0.06% 315

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bowling Portfolio Management's PDM Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Piedmont Realty Trust (PDM) in Q3 2020, closing a stake of 39,533 shares — an estimated $657K sold.

Bowling Portfolio Management first reported a position in PDM in Q3 2017 and held it in 8 quarters. The position peaked at $1.56M in Q3 2019. 248 funds tracked by Wall St. Rank hold PDM as of Q3 2020.

  • Bowling Portfolio Management reported no remaining Piedmont Realty Trust position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 39,533 Piedmont Realty Trust shares in Q3 2020, an estimated $657K.
  • Bowling Portfolio Management first reported a position in Piedmont Realty Trust in Q3 2017 and held it in 8 quarters.
  • Bowling Portfolio Management's Piedmont Realty Trust position peaked at $1.56M in Q3 2019.
  • 248 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.