Legacy Advisors’s Piedmont Realty Trust PDM Stock Holding History

Legacy 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
2018 Q2	–	Sell	-90	Closed	-$2K	–	444
2018 Q1	$2K	Buy	+90	New	+$1.66K	﹤0.01%	352

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIMLRA

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's PDM Position: Q2 2018 in Review

Legacy Advisors sold out of Piedmont Realty Trust (PDM) in Q2 2018, closing a stake of 90 shares — an estimated $2K sold.

Legacy Advisors first reported a position in PDM in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 224 funds tracked by Wall St. Rank hold PDM as of Q2 2018.

Legacy Advisors reported no remaining Piedmont Realty Trust position as of Q2 2018 after selling out during the quarter.
Legacy Advisors sold 90 Piedmont Realty Trust shares in Q2 2018, an estimated $2K.
Legacy Advisors first reported a position in Piedmont Realty Trust in Q1 2018 and held it in 1 quarter.
Legacy Advisors's Piedmont Realty Trust position peaked at $2K in Q1 2018.
224 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2018.

Based on Legacy Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.