NFG
PDM

Next Financial Group’s Piedmont Realty Trust PDM Stock Holding History

Next Financial Group’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
Q1 		– Sell
-2,500
Closed -$52K – 2177
2016
Q4 		$52K Sell
2,500
-500
-17% -$10.1K 0.01% 947
2016
Q3 		$65K Buy
+3,000
New +$64.4K 0.01% 832
2016
Q1 		– Sell
-200
Closed -$3K – 1830
2015
Q4 		$3K Hold
200
– – ﹤0.01% 1528
2015
Q3 		$3K Hold
200
– – ﹤0.01% 1559
2015
Q2 		$3K Hold
200
– – ﹤0.01% 1609
2015
Q1 		$3K Hold
200
– – ﹤0.01% 1624
2014
Q4 		$4K Sell
200
-4,751
-96% -$89.4K ﹤0.01% 1592
2014
Q3 		$87K Buy
+4,951
New +$95K 0.02% 704

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 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 $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return