JIR
PDM

James Investment Research’s Piedmont Realty Trust PDM Stock Holding History

James Investment Research’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
-6,575
Closed -$133K – 829
2017
Q3 		$133K Hold
6,575
– – ﹤0.01% 565
2017
Q2 		$139K Hold
6,575
– – ﹤0.01% 532
2017
Q1 		$141K Buy
+6,575
New +$142K ﹤0.01% 456

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.26T AUM 61.52% 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
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

James Investment Research's PDM Position: Q4 2017 in Review

James Investment Research sold out of Piedmont Realty Trust (PDM) in Q4 2017, closing a stake of 6,575 shares — an estimated $133K sold.

James Investment Research first reported a position in PDM in Q1 2017 and held it in 3 quarters. The position peaked at $141K in Q1 2017. 230 funds tracked by Wall St. Rank hold PDM as of Q4 2017.

  • James Investment Research reported no remaining Piedmont Realty Trust position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 6,575 Piedmont Realty Trust shares in Q4 2017, an estimated $133K.
  • James Investment Research first reported a position in Piedmont Realty Trust in Q1 2017 and held it in 3 quarters.
  • James Investment Research's Piedmont Realty Trust position peaked at $141K in Q1 2017.
  • 230 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.