FHC
PDM

First Heartland Consultants’s Piedmont Realty Trust PDM Stock Holding History

First Heartland Consultants’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
2023
Q3 		– Sell
-11,606
Closed -$84.4K – 400
2023
Q2 		$84.4K Buy
+11,606
New +$77.3K 0.01% 369
2018
Q1 		– Sell
-10,965
Closed -$215K – 275
2017
Q4 		$215K Sell
10,965
-450
-4% -$8.96K 0.06% 255
2017
Q3 		$230K Buy
11,415
+200
+2% +$4.08K 0.06% 302
2017
Q2 		$236K Buy
11,215
+28
+0.3% +$605 0.06% 303
2017
Q1 		$239K Buy
11,187
+33
+0.3% +$715 0.07% 294
2016
Q4 		$233K Buy
11,154
+156
+1% +$3.15K 0.07% 284
2016
Q3 		$239K Buy
10,998
+5
+0% +$107 0.07% 275
2016
Q2 		$237K Buy
10,993
+5
+0% +$101 0.03% 258
2016
Q1 		$223K Sell
10,988
-662
-6% -$12.3K 0.08% 234
2015
Q4 		$220K Buy
11,650
+5
+0% +$96 0.08% 242
2015
Q3 		$208K Sell
11,645
-1,914
-14% -$34.2K 0.09% 229
2015
Q2 		$238K Buy
13,559
+231
+2% +$4.11K 0.06% 221
2015
Q1 		$248K Sell
13,328
-3,581
-21% -$67.5K 0.09% 209
2014
Q4 		$319K Buy
16,909
+939
+6% +$17.7K 0.13% 178
2014
Q3 		$282K Buy
15,970
+1,710
+12% +$32.8K 0.12% 185
2014
Q2 		$270K Sell
14,260
-1,035
-7% -$19K 0.12% 189
2014
Q1 		$262K Sell
15,295
-7,956
-34% -$133K 0.13% 188
2013
Q4 		$384K Sell
23,251
-14,200
-38% -$246K 0.22% 124
2013
Q3 		$663K Buy
37,451
+36
+0.1% +$644 0.4% 73
2013
Q2 		$669K Buy
+37,415
New +$728K 0.39% 69

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

First Heartland Consultants's PDM Position: Q3 2023 in Review

First Heartland Consultants sold out of Piedmont Realty Trust (PDM) in Q3 2023, closing a stake of 11,606 shares — an estimated $84.4K sold.

First Heartland Consultants first reported a position in PDM in Q2 2013 and held it in 20 quarters. The position peaked at $669K in Q2 2013. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2023.

  • First Heartland Consultants reported no remaining Piedmont Realty Trust position as of Q3 2023 after selling out during the quarter.
  • First Heartland Consultants sold 11,606 Piedmont Realty Trust shares in Q3 2023, an estimated $84.4K.
  • First Heartland Consultants first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 20 quarters.
  • First Heartland Consultants's Piedmont Realty Trust position peaked at $669K in Q2 2013.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2023.

Based on First Heartland Consultants's 13F filing for Q3 2023, filed 9 Nov 2023.