Jacobi Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Jacobi Capital Management’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
2020 Q2	–	Sell	-1,000	Closed	-$18K	–	1263
2020 Q1	$18K	Sell	1,000 -2,316	-70%	-$49.9K	﹤0.01%	602
2019 Q4	$74K	Hold	3,316	–	–	0.01%	398
2019 Q3	$69K	Hold	3,316	–	–	0.01%	402
2019 Q2	$66K	Hold	3,316	–	–	0.01%	399
2019 Q1	$69K	Hold	3,316	–	–	0.02%	363
2018 Q4	$57K	Hold	3,316	–	–	0.02%	368
2018 Q3	$63K	Hold	3,316	–	–	0.02%	387
2018 Q2	$66K	Hold	3,316	–	–	0.02%	375
2018 Q1	$58K	Hold	3,316	–	–	0.02%	369
2017 Q4	$64K	Hold	3,316	–	–	0.02%	328
2017 Q3	$67K	Hold	3,316	–	–	0.02%	297
2017 Q2	$67K	Hold	3,316	–	–	0.03%	266
2017 Q1	$71K	Hold	3,316	–	–	0.04%	198
2016 Q4	$68K	Hold	3,316	–	–	0.04%	184
2016 Q3	$70K	Hold	3,316	–	–	0.03%	195
2016 Q2	$71K	Buy	+3,316	New	+$67.3K	0.04%	183

Other funds holding PDM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobi Capital Management's PDM Position: Q2 2020 in Review

Jacobi Capital Management sold out of Piedmont Realty Trust (PDM) in Q2 2020, closing a stake of 1,000 shares — an estimated $18K sold.

Jacobi Capital Management first reported a position in PDM in Q2 2016 and held it in 16 quarters. The position peaked at $74K in Q4 2019. 235 funds tracked by Wall St. Rank hold PDM as of Q2 2020.

Jacobi Capital Management reported no remaining Piedmont Realty Trust position as of Q2 2020 after selling out during the quarter.
Jacobi Capital Management sold 1,000 Piedmont Realty Trust shares in Q2 2020, an estimated $18K.
Jacobi Capital Management first reported a position in Piedmont Realty Trust in Q2 2016 and held it in 16 quarters.
Jacobi Capital Management's Piedmont Realty Trust position peaked at $74K in Q4 2019.
235 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2020.

Based on Jacobi Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.