KA
PDM

Kovack Advisors’s Piedmont Realty Trust PDM Stock Holding History

Kovack 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
2017
Q1 		– Sell
-9,900
Closed -$207K – 319
2016
Q4 		$207K Sell
9,900
-760
-7% -$15.3K 0.1% 228
2016
Q3 		$232K Buy
+10,660
New +$229K 0.11% 206

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovack Advisors's PDM Position: Q1 2017 in Review

Kovack Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2017, closing a stake of 9,900 shares — an estimated $207K sold.

Kovack Advisors first reported a position in PDM in Q3 2016 and held it in 2 quarters. The position peaked at $232K in Q3 2016. 211 funds tracked by Wall St. Rank hold PDM as of Q1 2017.

  • Kovack Advisors reported no remaining Piedmont Realty Trust position as of Q1 2017 after selling out during the quarter.
  • Kovack Advisors sold 9,900 Piedmont Realty Trust shares in Q1 2017, an estimated $207K.
  • Kovack Advisors first reported a position in Piedmont Realty Trust in Q3 2016 and held it in 2 quarters.
  • Kovack Advisors's Piedmont Realty Trust position peaked at $232K in Q3 2016.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2017.

Based on Kovack Advisors's 13F filing for Q1 2017, filed 5 Sep 2018.