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PDM

Cooper/Haims Advisors’s Piedmont Realty Trust PDM Stock Holding History

Cooper/Haims 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
Q1 		– Sell
-664
Closed -$12K – 51
2017
Q4 		$12K Buy
+664
New +$13.2K 0.01% 49

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Cooper/Haims Advisors's PDM Position: Q1 2018 in Review

Cooper/Haims Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2018, closing a stake of 664 shares — an estimated $12K sold.

Cooper/Haims Advisors first reported a position in PDM in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 233 funds tracked by Wall St. Rank hold PDM as of Q1 2018.

  • Cooper/Haims Advisors reported no remaining Piedmont Realty Trust position as of Q1 2018 after selling out during the quarter.
  • Cooper/Haims Advisors sold 664 Piedmont Realty Trust shares in Q1 2018, an estimated $12K.
  • Cooper/Haims Advisors first reported a position in Piedmont Realty Trust in Q4 2017 and held it in 1 quarter.
  • Cooper/Haims Advisors's Piedmont Realty Trust position peaked at $12K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2018.

Based on Cooper/Haims Advisors's 13F filing for Q1 2018, filed 2 May 2018.