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Capital Investment Advisory Services’s Piedmont Realty Trust PDM Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-2,830
Closed -$59K – 1059
2019
Q3 		$59K Hold
2,830
– – 0.02% 521
2019
Q2 		$56K Buy
2,830
+332
+13% +$6.85K 0.02% 523
2019
Q1 		$52K Hold
2,498
– – 0.02% 477
2018
Q4 		$43K Buy
+2,498
New +$45.4K 0.02% 487

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Fidelity Investments
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State Street
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American Century Companies
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CIMLRA
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Northern Trust
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Renaissance Technologies
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Investment Advisory Services's PDM Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Piedmont Realty Trust (PDM) in Q4 2019, closing a stake of 2,830 shares — an estimated $59K sold.

Capital Investment Advisory Services first reported a position in PDM in Q4 2018 and held it in 4 quarters. The position peaked at $59K in Q3 2019. 254 funds tracked by Wall St. Rank hold PDM as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Piedmont Realty Trust position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 2,830 Piedmont Realty Trust shares in Q4 2019, an estimated $59K.
  • Capital Investment Advisory Services first reported a position in Piedmont Realty Trust in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Piedmont Realty Trust position peaked at $59K in Q3 2019.
  • 254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.