IPC
PDM

Independent Portfolio Consultants’s Piedmont Realty Trust PDM Stock Holding History

Independent Portfolio Consultants’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
Q2 		$63K Sell
2,992
-1,793
-37% -$38.8K 0.03% 490
2017
Q1 		$102K Sell
4,785
-350
-7% -$7.58K 0.04% 447
2016
Q4 		$107K Sell
5,135
-1,415
-22% -$28.5K 0.04% 431
2016
Q3 		$143K Sell
6,550
-385
-6% -$8.27K 0.04% 400
2016
Q2 		$149K Sell
6,935
-15
-0.2% -$304 0.05% 393
2016
Q1 		$141K Sell
6,950
-120
-2% -$2.24K 0.04% 424
2015
Q4 		$133K Sell
7,070
-640
-8% -$12.2K 0.04% 403
2015
Q3 		$138K Sell
7,710
-125
-2% -$2.23K 0.03% 404
2015
Q2 		$138K Buy
7,835
+210
+3% +$3.73K 0.03% 437
2015
Q1 		$142K Buy
7,625
+730
+11% +$13.8K 0.03% 423
2014
Q4 		$130K Sell
6,895
-14,175
-67% -$267K 0.03% 446
2014
Q3 		$372K Sell
21,070
-1,630
-7% -$31.3K 0.1% 338
2014
Q2 		$430K Sell
22,700
-235
-1% -$4.31K 0.12% 284
2014
Q1 		$393K Buy
22,935
+900
+4% +$15.1K 0.12% 307
2013
Q4 		$364K Buy
22,035
+810
+4% +$14K 0.13% 327
2013
Q3 		$368K Sell
21,225
-320
-1% -$5.72K 0.15% 301
2013
Q2 		$385K Buy
+21,545
New +$419K 0.17% 255

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Portfolio Consultants's PDM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Piedmont Realty Trust (PDM) stake by 37% in Q2 2017, selling an estimated $38.8K and leaving 2,992 shares worth $63K. The position accounts for 0.03% of the portfolio, ranked #490.

Independent Portfolio Consultants first reported a position in PDM in Q2 2013 and has held it in 17 quarters since. The position peaked at $430K in Q2 2014. 211 funds tracked by Wall St. Rank hold PDM as of Q2 2017.

  • Independent Portfolio Consultants held 2,992 shares of Piedmont Realty Trust worth $63K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,793 Piedmont Realty Trust shares in Q2 2017, an estimated $38.8K.
  • Piedmont Realty Trust made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #490 holding.
  • Independent Portfolio Consultants first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Piedmont Realty Trust position peaked at $430K in Q2 2014.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.