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 – 2174
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 – 1826
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Next Financial Group's PDM Position: Q1 2017 in Review

Next Financial Group sold out of Piedmont Realty Trust (PDM) in Q1 2017, closing a stake of 2,500 shares — an estimated $52K sold.

Next Financial Group first reported a position in PDM in Q3 2014 and held it in 8 quarters. The position peaked at $87K in Q3 2014. 211 funds tracked by Wall St. Rank hold PDM as of Q1 2017.

  • Next Financial Group reported no remaining Piedmont Realty Trust position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 2,500 Piedmont Realty Trust shares in Q1 2017, an estimated $52K.
  • Next Financial Group first reported a position in Piedmont Realty Trust in Q3 2014 and held it in 8 quarters.
  • Next Financial Group's Piedmont Realty Trust position peaked at $87K in Q3 2014.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.