Bridgeworth’s Piedmont Realty Trust PDM Stock Holding History

Bridgeworth’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 Q3	–	Sell	-2,373	Closed	-$47K	–	419
2018 Q2	$47K	Buy	+2,373	New	+$44K	0.02%	291

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgeworth's PDM Position: Q3 2018 in Review

Bridgeworth sold out of Piedmont Realty Trust (PDM) in Q3 2018, closing a stake of 2,373 shares — an estimated $47K sold.

Bridgeworth first reported a position in PDM in Q2 2018 and held it in 1 quarter. The position peaked at $47K in Q2 2018. 228 funds tracked by Wall St. Rank hold PDM as of Q3 2018.

Bridgeworth reported no remaining Piedmont Realty Trust position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 2,373 Piedmont Realty Trust shares in Q3 2018, an estimated $47K.
Bridgeworth first reported a position in Piedmont Realty Trust in Q2 2018 and held it in 1 quarter.
Bridgeworth's Piedmont Realty Trust position peaked at $47K in Q2 2018.
228 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.