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Personal Wealth Partners’s Piedmont Realty Trust PDM Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-804
Closed -$18K – 447
2019
Q4 		$18K Hold
804
– – 0.01% 204
2019
Q3 		$17K Sell
804
-984
-55% -$19.9K 0.01% 212
2019
Q2 		$36K Buy
+1,788
New +$36.9K 0.02% 145

Other funds holding PDM

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Personal Wealth Partners's PDM Position: Q1 2020 in Review

Personal Wealth Partners sold out of Piedmont Realty Trust (PDM) in Q1 2020, closing a stake of 804 shares — an estimated $18K sold.

Personal Wealth Partners first reported a position in PDM in Q2 2019 and held it in 3 quarters. The position peaked at $36K in Q2 2019. 252 funds tracked by Wall St. Rank hold PDM as of Q1 2020.

  • Personal Wealth Partners reported no remaining Piedmont Realty Trust position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 804 Piedmont Realty Trust shares in Q1 2020, an estimated $18K.
  • Personal Wealth Partners first reported a position in Piedmont Realty Trust in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Piedmont Realty Trust position peaked at $36K in Q2 2019.
  • 252 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.