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 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group

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

CBRE Investment Management Listed Real Assets

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

Weiss Multi-Strategy Advisers

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

Dimensional Fund Advisors

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