Carroll Financial Associates’s Piedmont Realty Trust PDM Stock Holding History

Carroll Financial Associates’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 Q3	–	Sell	-238	Closed	-$4K	–	1895
2021 Q2	$4K	Hold	238	–	–	﹤0.01%	1486
2021 Q1	$4K	Hold	238	–	–	﹤0.01%	1415
2020 Q4	$3K	Hold	238	–	–	﹤0.01%	1348
2020 Q3	$3K	Hold	238	–	–	﹤0.01%	1287
2020 Q2	$3K	Hold	238	–	–	﹤0.01%	1303
2020 Q1	$4K	Sell	238 -524	-69%	-$11.3K	﹤0.01%	1190
2019 Q4	$16K	Hold	762	–	–	﹤0.01%	925
2019 Q3	$15K	Hold	762	–	–	﹤0.01%	896
2019 Q2	$15K	Hold	762	–	–	﹤0.01%	900
2019 Q1	$15K	Sell	762 -400	-34%	-$7.87K	﹤0.01%	828
2018 Q4	$20K	Hold	1,162	–	–	﹤0.01%	672
2018 Q3	$21K	Hold	1,162	–	–	﹤0.01%	694
2018 Q2	$23K	Hold	1,162	–	–	﹤0.01%	640
2018 Q1	$20K	Hold	1,162	–	–	﹤0.01%	677
2017 Q4	$22K	Hold	1,162	–	–	﹤0.01%	636
2017 Q3	$23K	Hold	1,162	–	–	﹤0.01%	627
2017 Q2	$24K	Hold	1,162	–	–	﹤0.01%	639
2017 Q1	$24K	Hold	1,162	–	–	﹤0.01%	621
2016 Q4	$24K	Hold	1,162	–	–	﹤0.01%	597
2016 Q3	$25K	Hold	1,162	–	–	﹤0.01%	599
2016 Q2	$25K	Hold	1,162	–	–	﹤0.01%	574
2016 Q1	$23K	Sell	1,162 -410	-26%	-$7.64K	﹤0.01%	582
2015 Q4	$29K	Hold	1,572	–	–	0.01%	503
2015 Q3	$30K	Hold	1,572	–	–	0.01%	493
2015 Q2	$28K	Hold	1,572	–	–	0.01%	484
2015 Q1	$29K	Hold	1,572	–	–	0.01%	357
2014 Q4	$30K	Buy	+1,572	New	+$29.6K	0.02%	314

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's PDM Position: Q3 2021 in Review

Carroll Financial Associates sold out of Piedmont Realty Trust (PDM) in Q3 2021, closing a stake of 238 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in PDM in Q4 2014 and held it in 27 quarters. The position peaked at $30K in Q3 2015. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2021.

Carroll Financial Associates reported no remaining Piedmont Realty Trust position as of Q3 2021 after selling out during the quarter.
Carroll Financial Associates sold 238 Piedmont Realty Trust shares in Q3 2021, an estimated $4K.
Carroll Financial Associates first reported a position in Piedmont Realty Trust in Q4 2014 and held it in 27 quarters.
Carroll Financial Associates's Piedmont Realty Trust position peaked at $30K in Q3 2015.
240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.