CA
PDM

Cetera Advisors’s Piedmont Realty Trust PDM Stock Holding History

Cetera Advisors’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
Q1 		– Sell
-9,695
Closed -$203K – 811
2016
Q4 		$203K Sell
9,695
-51,282
-84% -$1.03M 0.02% 639
2016
Q3 		$1.32M Sell
60,977
-28,987
-32% -$623K 0.1% 204
2016
Q2 		$1.93M Sell
89,964
-16,685
-16% -$339K 0.15% 152
2016
Q1 		$2.17M Buy
+106,649
New +$1.99M 0.18% 139
2015
Q4 		– Sell
-10,431
Closed -$185K – 752
2015
Q3 		$185K Sell
10,431
-5,767
-36% -$103K 0.02% 610
2015
Q2 		$283K Sell
16,198
-3,744
-19% -$66.6K 0.02% 544
2015
Q1 		$363K Buy
19,942
+4
+0% +$75 0.03% 455
2014
Q4 		$375K Sell
19,938
-3,683
-16% -$69.3K 0.04% 422
2014
Q3 		$415K Sell
23,621
-11,685
-33% -$224K 0.03% 387
2014
Q2 		$671K Buy
35,306
+2,134
+6% +$39.1K 0.08% 293
2014
Q1 		$571K Buy
33,172
+5,220
+19% +$87.4K 0.08% 272
2013
Q4 		$462K Buy
27,952
+9,223
+49% +$160K 0.07% 297
2013
Q3 		$324K Sell
18,729
-3,277
-15% -$58.6K 0.06% 312
2013
Q2 		$394K Buy
+22,006
New +$428K 0.08% 254

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Advisors's PDM Position: Q1 2017 in Review

Cetera Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2017, closing a stake of 9,695 shares — an estimated $203K sold.

Cetera Advisors first reported a position in PDM in Q2 2013 and held it in 14 quarters. The position peaked at $2.17M in Q1 2016. 211 funds tracked by Wall St. Rank hold PDM as of Q1 2017.

  • Cetera Advisors reported no remaining Piedmont Realty Trust position as of Q1 2017 after selling out during the quarter.
  • Cetera Advisors sold 9,695 Piedmont Realty Trust shares in Q1 2017, an estimated $203K.
  • Cetera Advisors first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 14 quarters.
  • Cetera Advisors's Piedmont Realty Trust position peaked at $2.17M in Q1 2016.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2017.

Based on Cetera Advisors's 13F filing for Q1 2017, filed 15 May 2017.