Independent Order of Foresters’s Piedmont Realty Trust PDM Stock Holding History

Independent Order of Foresters’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
2018 Q2	–	Sell	-12,372	Closed	-$218K	–	65
2018 Q1	$218K	Sell	12,372 -8,000	-39%	-$148K	0.2%	75
2017 Q4	$399K	Hold	20,372	–	–	0.35%	56
2017 Q3	$411K	Hold	20,372	–	–	0.34%	60
2017 Q2	$429K	Hold	20,372	–	–	0.36%	59
2017 Q1	$436K	Hold	20,372	–	–	0.37%	60
2016 Q4	$426K	Sell	20,372 -3,000	-13%	-$60.5K	0.36%	58
2016 Q3	$509K	Hold	23,372	–	–	0.42%	52
2016 Q2	$503K	Hold	23,372	–	–	0.37%	49
2016 Q1	$475K	Hold	23,372	–	–	0.36%	55
2015 Q4	$441K	Hold	23,372	–	–	0.35%	60
2015 Q3	$418K	Buy	23,372 +21,965	+1,561%	+$393K	0.36%	62
2015 Q2	$25K	Hold	1,407	–	–	0.02%	100
2015 Q1	$26K	Hold	1,407	–	–	0.02%	100
2014 Q4	$26K	Hold	1,407	–	–	0.03%	108
2014 Q3	$25K	Sell	1,407 -19,525	-93%	-$375K	0.03%	115
2014 Q2	$396K	Sell	20,932 -5,000	-19%	-$91.7K	0.36%	68
2014 Q1	$444K	Hold	25,932	–	–	0.41%	66
2013 Q4	$428K	Sell	25,932 -24,000	-48%	-$415K	0.42%	63
2013 Q3	$867K	Hold	49,932	–	–	0.85%	30
2013 Q2	$892K	Buy	+49,932	New	+$971K	0.9%	27

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Independent Order of Foresters's PDM Position: Q2 2018 in Review

Independent Order of Foresters sold out of Piedmont Realty Trust (PDM) in Q2 2018, closing a stake of 12,372 shares — an estimated $218K sold.

Independent Order of Foresters first reported a position in PDM in Q2 2013 and held it in 20 quarters. The position peaked at $892K in Q2 2013. 225 funds tracked by Wall St. Rank hold PDM as of Q2 2018.

Independent Order of Foresters reported no remaining Piedmont Realty Trust position as of Q2 2018 after selling out during the quarter.
Independent Order of Foresters sold 12,372 Piedmont Realty Trust shares in Q2 2018, an estimated $218K.
Independent Order of Foresters first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 20 quarters.
Independent Order of Foresters's Piedmont Realty Trust position peaked at $892K in Q2 2013.
225 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.