Capital Fund Management (CFM)
PDM

Capital Fund Management (CFM)’s Piedmont Realty Trust PDM Stock Holding History

Capital Fund Management (CFM)’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
Q1 		– Sell
-15,035
Closed -$244K – 1540
2020
Q4 		$244K Sell
15,035
-7,768
-34% -$114K ﹤0.01% 1233
2020
Q3 		$309K Buy
22,803
+3,133
+16% +$48.5K ﹤0.01% 1120
2020
Q2 		$327K Buy
+19,670
New +$328K 0.01% 923
2019
Q1 		– Sell
-14,852
Closed -$253K – 1998
2018
Q4 		$253K Buy
+14,852
New +$270K ﹤0.01% 1660
2018
Q1 		– Sell
-48,900
Closed -$959K – 2095
2017
Q4 		$959K Buy
48,900
+37,600
+333% +$749K 0.01% 1234
2017
Q3 		$228K Buy
+11,300
New +$230K ﹤0.01% 1413

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return