OFW
PDM

Omnia Family Wealth’s Piedmont Realty Trust PDM Stock Holding History

Omnia Family Wealth’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
2018
Q2 		– Sell
-197
Closed -$3K – 601
2018
Q1 		$3K Sell
197
-354
-64% -$6.53K ﹤0.01% 377
2017
Q4 		$11K Buy
551
+354
+180% +$7.05K 0.01% 284
2017
Q3 		$4K Sell
197
-144
-42% -$2.94K ﹤0.01% 368
2017
Q2 		$7K Buy
341
+125
+58% +$2.7K ﹤0.01% 341
2017
Q1 		$5K Hold
216
– – ﹤0.01% 394
2016
Q4 		$5K Buy
+216
New +$4.36K ﹤0.01% 386

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Omnia Family Wealth's PDM Position: Q2 2018 in Review

Omnia Family Wealth sold out of Piedmont Realty Trust (PDM) in Q2 2018, closing a stake of 197 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in PDM in Q4 2016 and held it in 6 quarters. The position peaked at $11K in Q4 2017. 224 funds tracked by Wall St. Rank hold PDM as of Q2 2018.

  • Omnia Family Wealth reported no remaining Piedmont Realty Trust position as of Q2 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 197 Piedmont Realty Trust shares in Q2 2018, an estimated $3K.
  • Omnia Family Wealth first reported a position in Piedmont Realty Trust in Q4 2016 and held it in 6 quarters.
  • Omnia Family Wealth's Piedmont Realty Trust position peaked at $11K in Q4 2017.
  • 224 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2018.

Based on Omnia Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.