Flagship Harbor Advisors’s Piedmont Realty Trust PDM Stock Holding History

Flagship Harbor 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
2020 Q4	–	Sell	-867	Closed	-$11K	–	1378
2020 Q3	$11K	Hold	867	–	–	﹤0.01%	1307
2020 Q2	$14K	Hold	867	–	–	﹤0.01%	1250
2020 Q1	$15K	Hold	867	–	–	﹤0.01%	1117
2019 Q4	$19K	Hold	867	–	–	﹤0.01%	1131
2019 Q3	$18K	Hold	867	–	–	﹤0.01%	1132
2019 Q2	$17K	Hold	867	–	–	﹤0.01%	1141
2019 Q1	$18K	Hold	867	–	–	﹤0.01%	1119
2018 Q4	$14K	Hold	867	–	–	﹤0.01%	1134
2018 Q3	$16K	Buy	+867	New	+$17.1K	﹤0.01%	1210

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIMLRA

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

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

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Flagship Harbor Advisors's PDM Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Piedmont Realty Trust (PDM) in Q4 2020, closing a stake of 867 shares — an estimated $11K sold.

Flagship Harbor Advisors first reported a position in PDM in Q3 2018 and held it in 9 quarters. The position peaked at $19K in Q4 2019. 233 funds tracked by Wall St. Rank hold PDM as of Q4 2020.

Flagship Harbor Advisors reported no remaining Piedmont Realty Trust position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 867 Piedmont Realty Trust shares in Q4 2020, an estimated $11K.
Flagship Harbor Advisors first reported a position in Piedmont Realty Trust in Q3 2018 and held it in 9 quarters.
Flagship Harbor Advisors's Piedmont Realty Trust position peaked at $19K in Q4 2019.
233 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.