CCA
PDM icon

Clearwater Capital Advisors’s Piedmont Realty Trust PDM Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-7,600
Closed -$134K – 447
2018
Q1 		$134K Buy
+7,600
New +$140K 0.03% 212

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearwater Capital Advisors's PDM Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Piedmont Realty Trust (PDM) in Q2 2018, closing a stake of 7,600 shares — an estimated $134K sold.

Clearwater Capital Advisors first reported a position in PDM in Q1 2018 and held it in 1 quarter. The position peaked at $134K in Q1 2018. 224 funds tracked by Wall St. Rank hold PDM as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Piedmont Realty Trust position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 7,600 Piedmont Realty Trust shares in Q2 2018, an estimated $134K.
  • Clearwater Capital Advisors first reported a position in Piedmont Realty Trust in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Piedmont Realty Trust position peaked at $134K in Q1 2018.
  • 224 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.