FCI
PDM

Financial Counselors Inc’s Piedmont Realty Trust PDM Stock Holding History

Financial Counselors Inc’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
-10,894
Closed -$192K – 508
2018
Q1 		$192K Buy
10,894
+848
+8% +$15.7K 0.01% 457
2017
Q4 		$197K Sell
10,046
-358
-3% -$7.13K 0.01% 456
2017
Q3 		$210K Sell
10,404
-50
-0.5% -$1.02K 0.01% 452
2017
Q2 		$220K Buy
10,454
+47
+0.5% +$1.02K 0.01% 448
2017
Q1 		$223K Buy
+10,407
New +$225K 0.01% 454

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 $3.37T AUM 44.26% 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

Financial Counselors Inc's PDM Position: Q2 2018 in Review

Financial Counselors Inc sold out of Piedmont Realty Trust (PDM) in Q2 2018, closing a stake of 10,894 shares — an estimated $192K sold.

Financial Counselors Inc first reported a position in PDM in Q1 2017 and held it in 5 quarters. The position peaked at $223K in Q1 2017. 224 funds tracked by Wall St. Rank hold PDM as of Q2 2018.

  • Financial Counselors Inc reported no remaining Piedmont Realty Trust position as of Q2 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 10,894 Piedmont Realty Trust shares in Q2 2018, an estimated $192K.
  • Financial Counselors Inc first reported a position in Piedmont Realty Trust in Q1 2017 and held it in 5 quarters.
  • Financial Counselors Inc's Piedmont Realty Trust position peaked at $223K in Q1 2017.
  • 224 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2018.

Based on Financial Counselors Inc's 13F filing for Q2 2018, filed 3 Aug 2018.