NC
PDM

Northpointe Capital’s Piedmont Realty Trust PDM Stock Holding History

Northpointe Capital’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
-22,697
Closed -$458K – 182
2017
Q3 		$458K Sell
22,697
-158,936
-88% -$3.24M 0.05% 165
2017
Q2 		$3.83M Buy
181,633
+6,979
+4% +$151K 0.4% 104
2017
Q1 		$3.73M Buy
+174,654
New +$3.78M 0.41% 97

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $46.4B AUM 27.74% 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 $2.9T AUM 29.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 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

Northpointe Capital's PDM Position: Q4 2017 in Review

Northpointe Capital sold out of Piedmont Realty Trust (PDM) in Q4 2017, closing a stake of 22,697 shares — an estimated $458K sold.

Northpointe Capital first reported a position in PDM in Q1 2017 and held it in 3 quarters. The position peaked at $3.83M in Q2 2017. 230 funds tracked by Wall St. Rank hold PDM as of Q4 2017.

  • Northpointe Capital reported no remaining Piedmont Realty Trust position as of Q4 2017 after selling out during the quarter.
  • Northpointe Capital sold 22,697 Piedmont Realty Trust shares in Q4 2017, an estimated $458K.
  • Northpointe Capital first reported a position in Piedmont Realty Trust in Q1 2017 and held it in 3 quarters.
  • Northpointe Capital's Piedmont Realty Trust position peaked at $3.83M in Q2 2017.
  • 230 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2017.

Based on Northpointe Capital's 13F filing for Q4 2017, filed 23 Jan 2018.