LWM
PDM

Loveless Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Loveless Wealth Management’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
Q3 		– Sell
-17,845
Closed -$296K – 116
2020
Q2 		$296K Sell
17,845
-1,961
-10% -$32.7K 0.28% 87
2020
Q1 		$350K Sell
19,806
-388
-2% -$8.36K 0.41% 70
2019
Q4 		$452K Buy
+20,194
New +$435K 0.39% 71

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Loveless Wealth Management's PDM Position: Q3 2020 in Review

Loveless Wealth Management sold out of Piedmont Realty Trust (PDM) in Q3 2020, closing a stake of 17,845 shares — an estimated $296K sold.

Loveless Wealth Management first reported a position in PDM in Q4 2019 and held it in 3 quarters. The position peaked at $452K in Q4 2019. 248 funds tracked by Wall St. Rank hold PDM as of Q3 2020.

  • Loveless Wealth Management reported no remaining Piedmont Realty Trust position as of Q3 2020 after selling out during the quarter.
  • Loveless Wealth Management sold 17,845 Piedmont Realty Trust shares in Q3 2020, an estimated $296K.
  • Loveless Wealth Management first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 3 quarters.
  • Loveless Wealth Management's Piedmont Realty Trust position peaked at $452K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2020.

Based on Loveless Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.