Johnson Financial Group Inc (Wisconsin)’s Piedmont Realty Trust PDM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-13,255	Closed	-$234K	–	478
2020 Q1	$234K	Hold	13,255	–	–	0.03%	179
2019 Q4	$295K	Hold	13,255	–	–	0.03%	180
2019 Q3	$277K	Hold	13,255	–	–	0.03%	204
2019 Q2	$264K	Hold	13,255	–	–	0.02%	204
2019 Q1	$276K	Hold	13,255	–	–	0.02%	204
2018 Q4	$226K	Hold	13,255	–	–	0.02%	207
2018 Q3	$251K	Hold	13,255	–	–	0.03%	216
2018 Q2	$264K	Hold	13,255	–	–	0.03%	207
2018 Q1	$233K	Sell	13,255 -516	-4%	-$9.52K	0.03%	214
2017 Q4	$270K	Hold	13,771	–	–	0.03%	221
2017 Q3	$278K	Hold	13,771	–	–	0.04%	211
2017 Q2	$290K	Hold	13,771	–	–	0.04%	205
2017 Q1	$294K	Hold	13,771	–	–	0.04%	231
2016 Q4	$288K	Hold	13,771	–	–	0.04%	236
2016 Q3	$300K	Hold	13,771	–	–	0.04%	232
2016 Q2	$297K	Hold	13,771	–	–	0.04%	240
2016 Q1	$280K	Hold	13,771	–	–	0.06%	221
2015 Q4	$260K	Hold	13,771	–	–	0.05%	223
2015 Q3	$246K	Hold	13,771	–	–	0.05%	221
2015 Q2	$242K	Hold	13,771	–	–	0.05%	234
2015 Q1	$256K	Hold	13,771	–	–	0.05%	237
2014 Q4	$260K	Hold	13,771	–	–	0.06%	217
2014 Q3	$242K	Hold	13,771	–	–	0.06%	199
2014 Q2	$261K	Hold	13,771	–	–	0.07%	200
2014 Q1	$236K	Hold	13,771	–	–	0.07%	197
2013 Q4	$227K	Hold	13,771	–	–	0.07%	197
2013 Q3	$239K	Sell	13,771 -2,628	-16%	-$47K	0.07%	190
2013 Q2	$293K	Buy	+16,399	New	+$319K	0.08%	169

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

Johnson Financial Group Inc (Wisconsin)'s PDM Position: Q2 2020 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Piedmont Realty Trust (PDM) in Q2 2020, closing a stake of 13,255 shares — an estimated $234K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PDM in Q2 2013 and held it in 28 quarters. The position peaked at $300K in Q3 2016. 235 funds tracked by Wall St. Rank hold PDM as of Q2 2020.

Johnson Financial Group Inc (Wisconsin) reported no remaining Piedmont Realty Trust position as of Q2 2020 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 13,255 Piedmont Realty Trust shares in Q2 2020, an estimated $234K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 28 quarters.
Johnson Financial Group Inc (Wisconsin)'s Piedmont Realty Trust position peaked at $300K in Q3 2016.
235 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2020.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2020, filed 11 Aug 2020.