ICOA
PDM

Investment Centers of America’s Piedmont Realty Trust PDM Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-20,195
Closed -$404K – 350
2017
Q3 		$404K Buy
20,195
+564
+3% +$11.5K 0.03% 379
2017
Q2 		$415K Sell
19,631
-44,902
-70% -$971K 0.03% 379
2017
Q1 		$1.38M Buy
64,533
+2,365
+4% +$51.2K 0.11% 178
2016
Q4 		$1.3M Buy
62,168
+46,545
+298% +$939K 0.11% 170
2016
Q3 		$341K Sell
15,623
-246
-2% -$5.28K 0.04% 356
2016
Q2 		$341K Sell
15,869
-50,251
-76% -$1.02M 0.04% 332
2016
Q1 		$1.34M Buy
66,120
+53,171
+411% +$991K 0.15% 145
2015
Q4 		$244K Buy
12,949
+1,015
+9% +$19.4K 0.03% 367
2015
Q3 		$216K Buy
+11,934
New +$213K 0.03% 378
2015
Q2 		– Sell
-42,386
Closed -$788K – 475
2015
Q1 		$788K Buy
+42,386
New +$799K 0.12% 182
2014
Q4 		– Sell
-37,682
Closed -$666K – 431
2014
Q3 		$666K Buy
+37,682
New +$723K 0.12% 185
2014
Q2 		– Sell
-67,675
Closed -$1.19M – 405
2014
Q1 		$1.19M Buy
67,675
+22,954
+51% +$384K 0.25% 111
2013
Q4 		$788K Sell
44,721
-22,954
-34% -$397K 0.37% 73
2013
Q3 		$1.19M Buy
+67,675
New +$1.21M 0.24% 112

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Investment Centers of America's PDM Position: Q4 2017 in Review

Investment Centers of America sold out of Piedmont Realty Trust (PDM) in Q4 2017, closing a stake of 20,195 shares — an estimated $404K sold.

Investment Centers of America first reported a position in PDM in Q3 2013 and held it in 14 quarters. The position peaked at $1.38M in Q1 2017. 230 funds tracked by Wall St. Rank hold PDM as of Q4 2017.

  • Investment Centers of America reported no remaining Piedmont Realty Trust position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 20,195 Piedmont Realty Trust shares in Q4 2017, an estimated $404K.
  • Investment Centers of America first reported a position in Piedmont Realty Trust in Q3 2013 and held it in 14 quarters.
  • Investment Centers of America's Piedmont Realty Trust position peaked at $1.38M in Q1 2017.
  • 230 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.