FWM
PDM

Frontier Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Frontier Wealth Management’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
Q3 		– Sell
-12,114
Closed -$241K – 400
2018
Q2 		$241K Buy
+12,114
New +$225K 0.03% 323

Other funds holding PDM

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BlackRock
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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Frontier Wealth Management's PDM Position: Q3 2018 in Review

Frontier Wealth Management sold out of Piedmont Realty Trust (PDM) in Q3 2018, closing a stake of 12,114 shares — an estimated $241K sold.

Frontier Wealth Management first reported a position in PDM in Q2 2018 and held it in 1 quarter. The position peaked at $241K in Q2 2018. 228 funds tracked by Wall St. Rank hold PDM as of Q3 2018.

  • Frontier Wealth Management reported no remaining Piedmont Realty Trust position as of Q3 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 12,114 Piedmont Realty Trust shares in Q3 2018, an estimated $241K.
  • Frontier Wealth Management first reported a position in Piedmont Realty Trust in Q2 2018 and held it in 1 quarter.
  • Frontier Wealth Management's Piedmont Realty Trust position peaked at $241K in Q2 2018.
  • 228 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2018.

Based on Frontier Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.