BC
PDM

Brinker Capital’s Piedmont Realty Trust PDM Stock Holding History

Brinker Capital’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
Q2 		$414K Buy
24,916
+543
+2% +$9.06K 0.01% 759
2020
Q1 		$430K Sell
24,373
-1,630
-6% -$35.1K 0.02% 687
2019
Q4 		$580K Buy
26,003
+13,429
+107% +$289K 0.02% 673
2019
Q3 		$263K Sell
12,574
-346
-3% -$6.98K 0.01% 851
2019
Q2 		$257K Sell
12,920
-770
-6% -$15.9K 0.01% 849
2019
Q1 		$285K Buy
13,690
+2,158
+19% +$42.5K 0.01% 810
2018
Q4 		$198K Sell
11,532
-4,898
-30% -$89.1K 0.01% 829
2018
Q3 		$311K Sell
16,430
-260
-2% -$5.12K 0.01% 845
2018
Q2 		$333K Buy
16,690
+731
+5% +$13.6K 0.01% 836
2018
Q1 		$281K Buy
15,959
+1,521
+11% +$28.1K 0.01% 873
2017
Q4 		$289K Buy
+14,438
New +$288K 0.01% 858

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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

Brinker Capital's PDM Position: Q2 2020 in Review

Brinker Capital increased its Piedmont Realty Trust (PDM) stake by 2.2% in Q2 2020, buying an estimated $9.06K and bringing the position to 24,916 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #759.

Brinker Capital first reported a position in PDM in Q4 2017 and has held it in 11 quarters since. The position peaked at $580K in Q4 2019. 235 funds tracked by Wall St. Rank hold PDM as of Q2 2020.

  • Brinker Capital held 24,916 shares of Piedmont Realty Trust worth $414K as of Q2 2020.
  • Brinker Capital bought 543 Piedmont Realty Trust shares in Q2 2020, an estimated $9.06K.
  • Piedmont Realty Trust made up 0.01% of Brinker Capital's portfolio in Q2 2020, its #759 holding.
  • Brinker Capital first reported a position in Piedmont Realty Trust in Q4 2017 and has held it in 11 quarters since.
  • Brinker Capital's Piedmont Realty Trust position peaked at $580K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.