IR
PDM

Invictus RG’s Piedmont Realty Trust PDM Stock Holding History

Invictus RG’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 		– Sell
-754
Closed -$16K – 784
2017
Q1 		$16K Sell
754
-9,961
-93% -$216K 0.01% 612
2016
Q4 		$224K Buy
10,715
+8,589
+404% +$173K 0.15% 285
2016
Q3 		$46K Sell
2,126
-7,248
-77% -$156K 0.04% 462
2016
Q2 		$202K Buy
+9,374
New +$190K 0.21% 180
2016
Q1 		– Sell
-8,638
Closed -$163K – 676
2015
Q4 		$163K Buy
+8,638
New +$165K 0.16% 233

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

Invictus RG's PDM Position: Q2 2017 in Review

Invictus RG sold out of Piedmont Realty Trust (PDM) in Q2 2017, closing a stake of 754 shares — an estimated $16K sold.

Invictus RG first reported a position in PDM in Q4 2015 and held it in 5 quarters. The position peaked at $224K in Q4 2016. 211 funds tracked by Wall St. Rank hold PDM as of Q2 2017.

  • Invictus RG reported no remaining Piedmont Realty Trust position as of Q2 2017 after selling out during the quarter.
  • Invictus RG sold 754 Piedmont Realty Trust shares in Q2 2017, an estimated $16K.
  • Invictus RG first reported a position in Piedmont Realty Trust in Q4 2015 and held it in 5 quarters.
  • Invictus RG's Piedmont Realty Trust position peaked at $224K in Q4 2016.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2017.

Based on Invictus RG's 13F filing for Q2 2017, filed 14 Aug 2017.