IRF
PDM

IBM Retirement Fund’s Piedmont Realty Trust PDM Stock Holding History

IBM Retirement Fund’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
Q1 		– Sell
-11,973
Closed -$250K – 631
2016
Q4 		$250K Sell
11,973
-2,209
-16% -$44.6K 0.01% 833
2016
Q3 		$309K Sell
14,182
-444
-3% -$9.54K 0.02% 820
2016
Q2 		$315K Sell
14,626
-249
-2% -$5.05K 0.01% 832
2016
Q1 		$302K Sell
14,875
-20,803
-58% -$388K 0.01% 831
2015
Q4 		$674K Buy
35,678
+2,685
+8% +$51.4K 0.01% 894
2015
Q3 		$590K Sell
32,993
-2,849
-8% -$50.9K 0.01% 827
2015
Q2 		$630K Sell
35,842
-842
-2% -$15K 0.01% 933
2015
Q1 		$683K Hold
36,684
– – 0.01% 890
2014
Q4 		$691K Buy
36,684
+3,551
+11% +$66.8K 0.01% 887
2014
Q3 		$584K Sell
33,133
-4,397
-12% -$84.4K 0.01% 901
2014
Q2 		$717K Sell
37,530
-1,401
-4% -$25.7K 0.01% 896
2014
Q1 		$675K Sell
38,931
-26,783
-41% -$449K 0.01% 889
2013
Q4 		$1.09M Sell
65,714
-1,637
-2% -$28.3K 0.01% 873
2013
Q3 		$1.17M Sell
67,351
-10,302
-13% -$184K 0.02% 846
2013
Q2 		$1.39M Buy
+77,653
New +$1.51M 0.02% 818

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IBM Retirement Fund's PDM Position: Q1 2017 in Review

IBM Retirement Fund sold out of Piedmont Realty Trust (PDM) in Q1 2017, closing a stake of 11,973 shares — an estimated $250K sold.

IBM Retirement Fund first reported a position in PDM in Q2 2013 and held it in 15 quarters. The position peaked at $1.39M in Q2 2013. 211 funds tracked by Wall St. Rank hold PDM as of Q1 2017.

  • IBM Retirement Fund reported no remaining Piedmont Realty Trust position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 11,973 Piedmont Realty Trust shares in Q1 2017, an estimated $250K.
  • IBM Retirement Fund first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 15 quarters.
  • IBM Retirement Fund's Piedmont Realty Trust position peaked at $1.39M in Q2 2013.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.