OIA
PDM

OneDigital Investment Advisors’s Piedmont Realty Trust PDM Stock Holding History

OneDigital Investment Advisors’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
2019
Q3 		– Sell
-1,196
Closed -$24K – 992
2019
Q2 		$24K Buy
+1,196
New +$24.7K ﹤0.01% 759
2018
Q4 		– Sell
-1,767
Closed -$33K – 1248
2018
Q3 		$33K Hold
1,767
– – 0.01% 510
2018
Q2 		$35K Hold
1,767
– – 0.01% 607
2018
Q1 		$31K Buy
+1,767
New +$32.6K 0.01% 650
2017
Q3 		– Sell
-1,917
Closed -$40K – 1141
2017
Q2 		$40K Buy
+1,917
New +$41.5K 0.01% 544

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OneDigital Investment Advisors's PDM Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Piedmont Realty Trust (PDM) in Q3 2019, closing a stake of 1,196 shares — an estimated $24K sold.

OneDigital Investment Advisors first reported a position in PDM in Q2 2017 and held it in 5 quarters. The position peaked at $40K in Q2 2017. 241 funds tracked by Wall St. Rank hold PDM as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Piedmont Realty Trust position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,196 Piedmont Realty Trust shares in Q3 2019, an estimated $24K.
  • OneDigital Investment Advisors first reported a position in Piedmont Realty Trust in Q2 2017 and held it in 5 quarters.
  • OneDigital Investment Advisors's Piedmont Realty Trust position peaked at $40K in Q2 2017.
  • 241 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.