Kavar Capital Partners Group’s Piedmont Realty Trust PDM Stock Holding History

Kavar Capital Partners Group’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
2019 Q3	–	Sell	-550	Closed	-$11K	–	364
2019 Q2	$11K	Buy	+550	New	+$11.3K	﹤0.01%	359
2018 Q3	–	Sell	-1,500	Closed	-$30K	–	303
2018 Q2	$30K	Hold	1,500	–	–	0.02%	228
2018 Q1	$26K	Buy	+1,500	New	+$27.7K	0.01%	236
2016 Q1	–	Sell	-1,500	Closed	-$28K	–	306
2015 Q4	$28K	Hold	1,500	–	–	0.02%	203
2015 Q3	$26K	Hold	1,500	–	–	0.02%	209
2015 Q2	$26K	Buy	+1,500	New	+$26.7K	0.02%	225
2014 Q2	–	Sell	-1,500	Closed	-$25K	–	349
2014 Q1	$25K	Hold	1,500	–	–	0.02%	244
2013 Q4	$24K	Buy	+1,500	New	+$26K	0.02%	235

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

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

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

CIMLRA

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kavar Capital Partners Group's PDM Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Piedmont Realty Trust (PDM) in Q3 2019, closing a stake of 550 shares — an estimated $11K sold.

Kavar Capital Partners Group first reported a position in PDM in Q4 2013 and held it in 8 quarters. The position peaked at $30K in Q2 2018. 241 funds tracked by Wall St. Rank hold PDM as of Q3 2019.

Kavar Capital Partners Group reported no remaining Piedmont Realty Trust position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 550 Piedmont Realty Trust shares in Q3 2019, an estimated $11K.
Kavar Capital Partners Group first reported a position in Piedmont Realty Trust in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's Piedmont Realty Trust position peaked at $30K in Q2 2018.
241 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.