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 $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return