HAG
PDM

HighPoint Advisor Group’s Piedmont Realty Trust PDM Stock Holding History

HighPoint Advisor Group’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
2021
Q1 		– Sell
-13,457
Closed -$224K – 535
2020
Q4 		$224K Sell
13,457
-2,133
-14% -$31.4K 0.03% 410
2020
Q3 		$188K Sell
15,590
-5,177
-25% -$80.2K 0.03% 352
2020
Q2 		$344K Sell
20,767
-843
-4% -$14.1K 0.07% 217
2020
Q1 		$345K Sell
21,610
-894
-4% -$19.3K 0.08% 203
2019
Q4 		$522K Sell
22,504
-652
-3% -$14K 0.11% 176
2019
Q3 		$505K Sell
23,156
-488
-2% -$9.85K 0.11% 159
2019
Q2 		$471K Sell
23,644
-44
-0.2% -$908 0.11% 160
2019
Q1 		$486K Sell
23,688
-1,656
-7% -$32.6K 0.12% 165
2018
Q4 		$528K Sell
25,344
-4,301
-15% -$78.2K 0.14% 155
2018
Q3 		$540K Sell
29,645
-42
-0.1% -$828 0.15% 150
2018
Q2 		$596K Sell
29,687
-909
-3% -$16.9K 0.16% 153
2018
Q1 		$596K Sell
30,596
-12,537
-29% -$231K 0.16% 156
2017
Q4 		$788K Sell
43,133
-4,938
-10% -$98.4K 0.23% 117
2017
Q3 		$956K Buy
48,071
+45,061
+1,497% +$919K 0.3% 85
2017
Q2 		$258K Hold
3,010
– – 0.08% 231
2017
Q1 		$258K Sell
3,010
-44,067
-94% -$955K 0.08% 231
2016
Q4 		$1.07M Sell
47,077
-4,520
-9% -$91.2K 0.34% 70
2016
Q3 		$978K Buy
51,597
+38
+0.1% +$816 0.34% 68
2016
Q2 		$1.11M Buy
51,559
+8,644
+20% +$175K 0.39% 68
2016
Q1 		$847K Sell
42,915
-1,475
-3% -$27.5K 0.52% 52
2015
Q4 		$795K Buy
44,390
+30,992
+231% +$593K 0.52% 59
2015
Q3 		$240K Sell
13,398
-717
-5% -$12.8K 0.27% 117
2015
Q2 		$248K Sell
14,115
-570
-4% -$10.1K 0.38% 64
2015
Q1 		$274K Buy
14,685
+201
+1% +$3.79K 0.42% 60
2014
Q4 		$274K Buy
+14,484
New +$273K 0.5% 46

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

HighPoint Advisor Group's PDM Position: Q1 2021 in Review

HighPoint Advisor Group sold out of Piedmont Realty Trust (PDM) in Q1 2021, closing a stake of 13,457 shares — an estimated $224K sold.

HighPoint Advisor Group first reported a position in PDM in Q4 2014 and held it in 25 quarters. The position peaked at $1.11M in Q2 2016. 246 funds tracked by Wall St. Rank hold PDM as of Q1 2021.

  • HighPoint Advisor Group reported no remaining Piedmont Realty Trust position as of Q1 2021 after selling out during the quarter.
  • HighPoint Advisor Group sold 13,457 Piedmont Realty Trust shares in Q1 2021, an estimated $224K.
  • HighPoint Advisor Group first reported a position in Piedmont Realty Trust in Q4 2014 and held it in 25 quarters.
  • HighPoint Advisor Group's Piedmont Realty Trust position peaked at $1.11M in Q2 2016.
  • 246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2021.

Based on HighPoint Advisor Group's 13F filing for Q1 2021, filed 12 Apr 2021.