GEM
PDM

Global Endowment Management’s Piedmont Realty Trust PDM Stock Holding History

Global Endowment 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
2017
Q2 		– Sell
-120,400
Closed -$2.57M – 261
2017
Q1 		$2.57M Buy
+120,400
New +$2.61M 0.37% 61
2016
Q3 		– Sell
-41,600
Closed -$896K – 224
2016
Q2 		$896K Sell
41,600
-17,000
-29% -$345K 0.19% 75
2016
Q1 		$1.19M Sell
58,600
-70,000
-54% -$1.3M 0.25% 55
2015
Q4 		$2.43M Buy
+128,600
New +$2.46M 0.45% 51

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Endowment Management's PDM Position: Q2 2017 in Review

Global Endowment Management sold out of Piedmont Realty Trust (PDM) in Q2 2017, closing a stake of 120,400 shares — an estimated $2.57M sold.

Global Endowment Management first reported a position in PDM in Q4 2015 and held it in 4 quarters. The position peaked at $2.57M in Q1 2017. 211 funds tracked by Wall St. Rank hold PDM as of Q2 2017.

  • Global Endowment Management reported no remaining Piedmont Realty Trust position as of Q2 2017 after selling out during the quarter.
  • Global Endowment Management sold 120,400 Piedmont Realty Trust shares in Q2 2017, an estimated $2.57M.
  • Global Endowment Management first reported a position in Piedmont Realty Trust in Q4 2015 and held it in 4 quarters.
  • Global Endowment Management's Piedmont Realty Trust position peaked at $2.57M in Q1 2017.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2017.

Based on Global Endowment Management's 13F filing for Q2 2017, filed 11 Aug 2017.