BCM
PDM

Brookstone Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Brookstone Capital 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
2017
Q2 		– Sell
-9,428
Closed -$202K – 327
2017
Q1 		$202K Sell
9,428
-1,016
-10% -$22K 0.02% 244
2016
Q4 		$218K Hold
10,444
– – 0.02% 217
2016
Q3 		$227K Sell
10,444
-452
-4% -$9.71K 0.03% 212
2016
Q2 		$235K Buy
10,896
+452
+4% +$9.17K 0.03% 215
2016
Q1 		$212K Hold
10,444
– – 0.03% 218
2015
Q4 		$197K Sell
10,444
-364
-3% -$6.96K 0.04% 148
2015
Q3 		$193K Sell
10,808
-3,606
-25% -$64.4K 0.04% 180
2015
Q2 		$254K Buy
+14,414
New +$256K 0.03% 195
2014
Q4 		– Sell
-14,332
Closed -$253K – 183
2014
Q3 		$253K Hold
14,332
– – 0.05% 134
2014
Q2 		$271K Hold
14,332
– – 0.06% 91
2014
Q1 		$246K Buy
+14,332
New +$240K 0.06% 96

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return