KIA
PDM

KCM Investment Advisors’s Piedmont Realty Trust PDM Stock Holding History

KCM Investment Advisors’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
Q1 		– Sell
-19,000
Closed -$324K – 351
2018
Q4 		$324K Buy
+19,000
New +$345K 0.02% 401
2017
Q3 		– Sell
-19,000
Closed -$401K – 532
2017
Q2 		$401K Hold
19,000
– – 0.03% 389
2017
Q1 		$406K Hold
19,000
– – 0.03% 390
2016
Q4 		$397K Hold
19,000
– – 0.03% 393
2016
Q3 		$414K Hold
19,000
– – 0.03% 398
2016
Q2 		$409K Hold
19,000
– – 0.03% 386
2016
Q1 		$386K Sell
19,000
-2,000
-10% -$37.3K 0.03% 381
2015
Q4 		$396K Hold
21,000
– – 0.03% 377
2015
Q3 		$376K Buy
+21,000
New +$375K 0.03% 381

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KCM Investment Advisors's PDM Position: Q1 2019 in Review

KCM Investment Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2019, closing a stake of 19,000 shares — an estimated $324K sold.

KCM Investment Advisors first reported a position in PDM in Q3 2015 and held it in 9 quarters. The position peaked at $414K in Q3 2016. 229 funds tracked by Wall St. Rank hold PDM as of Q1 2019.

  • KCM Investment Advisors reported no remaining Piedmont Realty Trust position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 19,000 Piedmont Realty Trust shares in Q1 2019, an estimated $324K.
  • KCM Investment Advisors first reported a position in Piedmont Realty Trust in Q3 2015 and held it in 9 quarters.
  • KCM Investment Advisors's Piedmont Realty Trust position peaked at $414K in Q3 2016.
  • 229 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.