LWS
PDM

Lucia Wealth Services’s Piedmont Realty Trust PDM Stock Holding History

Lucia Wealth Services’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
Q4 		– Sell
-111
Closed -$2K – 202
2018
Q3 		$2K Hold
111
– – ﹤0.01% 214
2018
Q2 		$2K Buy
+111
New +$2.06K ﹤0.01% 200
2018
Q1 		– Sell
-12,383
Closed -$243K – 195
2017
Q4 		$243K Buy
+12,383
New +$247K 0.11% 109

Other funds holding PDM

Vanguard Group
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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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lucia Wealth Services's PDM Position: Q4 2018 in Review

Lucia Wealth Services sold out of Piedmont Realty Trust (PDM) in Q4 2018, closing a stake of 111 shares — an estimated $2K sold.

Lucia Wealth Services first reported a position in PDM in Q4 2017 and held it in 3 quarters. The position peaked at $243K in Q4 2017. 232 funds tracked by Wall St. Rank hold PDM as of Q4 2018.

  • Lucia Wealth Services reported no remaining Piedmont Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 111 Piedmont Realty Trust shares in Q4 2018, an estimated $2K.
  • Lucia Wealth Services first reported a position in Piedmont Realty Trust in Q4 2017 and held it in 3 quarters.
  • Lucia Wealth Services's Piedmont Realty Trust position peaked at $243K in Q4 2017.
  • 232 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.