NPC
PDM

National Planning Corporation’s Piedmont Realty Trust PDM Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-12,811
Closed -$258K – 440
2017
Q3 		$258K Sell
12,811
-1,763
-12% -$36K 0.02% 561
2017
Q2 		$312K Buy
14,574
+200
+1% +$4.33K 0.02% 550
2017
Q1 		$308K Sell
14,374
-1,536
-10% -$33.3K 0.02% 509
2016
Q4 		$342K Buy
15,910
+1,004
+7% +$20.3K 0.03% 467
2016
Q3 		$288K Sell
14,906
-3,713
-20% -$79.7K 0.02% 495
2016
Q2 		$405K Buy
18,619
+8
+0% +$162 0.03% 422
2016
Q1 		$386K Sell
18,611
-5,036
-21% -$93.8K 0.03% 419
2015
Q4 		$431K Sell
23,647
-402
-2% -$7.69K 0.04% 440
2015
Q3 		$473K Buy
24,049
+881
+4% +$15.7K 0.04% 364
2015
Q2 		$421K Sell
23,168
-1,240
-5% -$22K 0.04% 401
2015
Q1 		$422K Sell
24,408
-2,156
-8% -$40.6K 0.04% 405
2014
Q4 		$512K Sell
26,564
-697
-3% -$13.1K 0.04% 395
2014
Q3 		$481K Buy
27,261
+995
+4% +$19.1K 0.04% 413
2014
Q2 		$497K Buy
26,266
+3,530
+16% +$64.7K 0.04% 397
2014
Q1 		$386K Buy
22,736
+1,651
+8% +$27.7K 0.03% 460
2013
Q4 		$346K Sell
21,085
-11,702
-36% -$202K 0.03% 474
2013
Q3 		$581K Buy
32,787
+5,023
+18% +$89.8K 0.06% 323
2013
Q2 		$497K Buy
+27,764
New +$540K 0.06% 281

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 $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $3.37T AUM 44.26% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

National Planning Corporation's PDM Position: Q4 2017 in Review

National Planning Corporation sold out of Piedmont Realty Trust (PDM) in Q4 2017, closing a stake of 12,811 shares — an estimated $258K sold.

National Planning Corporation first reported a position in PDM in Q2 2013 and held it in 18 quarters. The position peaked at $581K in Q3 2013. 230 funds tracked by Wall St. Rank hold PDM as of Q4 2017.

  • National Planning Corporation reported no remaining Piedmont Realty Trust position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 12,811 Piedmont Realty Trust shares in Q4 2017, an estimated $258K.
  • National Planning Corporation first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Piedmont Realty Trust position peaked at $581K in Q3 2013.
  • 230 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.