HWM
PDM

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

Holloway 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
2020
Q4 		– Hold
0
– – – 221
2020
Q3 		– Hold
0
– – – 228
2020
Q2 		– Hold
0
– – – 180
2020
Q1 		– Hold
0
– – – 177
2019
Q4 		– Hold
0
– – – 177
2019
Q3 		– Hold
0
– – – 180
2019
Q2 		– Hold
0
– – – 261
2019
Q1 		– Hold
0
– – – 68
2018
Q4 		– Hold
0
– – – 72
2018
Q3 		– Hold
0
– – – 68
2018
Q2 		– Hold
0
– – – 71
2018
Q1 		– Hold
0
– – – 72
2017
Q4 		– Hold
0
– – – 72
2017
Q3 		– Hold
0
– – – 62
2017
Q2 		– Hold
0
– – – 62
2017
Q1 		– Hold
0
– – – 59
2016
Q4 		– Hold
0
– – – 60

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return