LWA
PDM

Lenox Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-78
Closed -$1K – 741
2020
Q1 		$1K Hold
78
– – ﹤0.01% 712
2019
Q4 		$2K Hold
78
– – ﹤0.01% 616
2019
Q3 		$2K Buy
+78
New +$1.57K ﹤0.01% 518

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
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
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lenox Wealth Advisors's PDM Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Piedmont Realty Trust (PDM) in Q2 2020, closing a stake of 78 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in PDM in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 235 funds tracked by Wall St. Rank hold PDM as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Piedmont Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 78 Piedmont Realty Trust shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Piedmont Realty Trust in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Piedmont Realty Trust position peaked at $2K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.