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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return