Creative Financial Designs’s Piedmont Realty Trust PDM Stock Holding History

Creative Financial Designs’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
2020 Q1	–	Sell	-688	Closed	-$15K	–	565
2019 Q4	$15K	Hold	688	–	–	0.01%	356
2019 Q3	$14K	Hold	688	–	–	0.01%	373
2019 Q2	$14K	Hold	688	–	–	0.01%	371
2019 Q1	$14K	Hold	688	–	–	0.01%	348
2018 Q4	$12K	Hold	688	–	–	0.01%	344
2018 Q3	$13K	Hold	688	–	–	0.01%	400
2018 Q2	$14K	Hold	688	–	–	0.01%	417
2018 Q1	$12K	Hold	688	–	–	0.01%	402
2017 Q4	$13K	Hold	688	–	–	0.01%	379
2017 Q3	$14K	Hold	688	–	–	0.01%	378
2017 Q2	$15K	Hold	688	–	–	0.01%	361
2017 Q1	$15K	Hold	688	–	–	0.01%	358
2016 Q4	$14K	Buy	+688	New	+$13.9K	0.01%	362

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Financial Designs's PDM Position: Q1 2020 in Review

Creative Financial Designs sold out of Piedmont Realty Trust (PDM) in Q1 2020, closing a stake of 688 shares — an estimated $15K sold.

Creative Financial Designs first reported a position in PDM in Q4 2016 and held it in 13 quarters. The position peaked at $15K in Q4 2019. 252 funds tracked by Wall St. Rank hold PDM as of Q1 2020.

Creative Financial Designs reported no remaining Piedmont Realty Trust position as of Q1 2020 after selling out during the quarter.
Creative Financial Designs sold 688 Piedmont Realty Trust shares in Q1 2020, an estimated $15K.
Creative Financial Designs first reported a position in Piedmont Realty Trust in Q4 2016 and held it in 13 quarters.
Creative Financial Designs's Piedmont Realty Trust position peaked at $15K in Q4 2019.
252 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2020.

Based on Creative Financial Designs's 13F filing for Q1 2020, filed 22 Apr 2020.