OCM
PDM

Oakview Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Oakview Capital Management’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
-29,928
Closed -$603K – 17
2017
Q3 		$603K Buy
+29,928
New +$610K 0.29% 13
2017
Q2 		– Sell
-22,415
Closed -$479K – 25
2017
Q1 		$479K Buy
+22,415
New +$486K 0.23% 15

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

Oakview Capital Management's PDM Position: Q4 2017 in Review

Oakview Capital Management sold out of Piedmont Realty Trust (PDM) in Q4 2017, closing a stake of 29,928 shares — an estimated $603K sold.

Oakview Capital Management first reported a position in PDM in Q1 2017 and held it in 2 quarters. The position peaked at $603K in Q3 2017. 230 funds tracked by Wall St. Rank hold PDM as of Q4 2017.

  • Oakview Capital Management reported no remaining Piedmont Realty Trust position as of Q4 2017 after selling out during the quarter.
  • Oakview Capital Management sold 29,928 Piedmont Realty Trust shares in Q4 2017, an estimated $603K.
  • Oakview Capital Management first reported a position in Piedmont Realty Trust in Q1 2017 and held it in 2 quarters.
  • Oakview Capital Management's Piedmont Realty Trust position peaked at $603K in Q3 2017.
  • 230 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2017.

Based on Oakview Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.