PIA
CTO

Piedmont Investment Advisors’s CTO Realty Growth CTO Stock Holding History

Piedmont Investment Advisors’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-251
Closed -$4K – 1330
2018
Q2 		$4K Buy
+251
New +$4.14K ﹤0.01% 2219

Other funds holding CTO

WA
Wintergreen Advisers Mount Olive, New Jersey $99.5M AUM 5.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Piedmont Investment Advisors's CTO Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of CTO Realty Growth (CTO) in Q3 2018, closing a stake of 251 shares — an estimated $4K sold.

Piedmont Investment Advisors first reported a position in CTO in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 87 funds tracked by Wall St. Rank hold CTO as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining CTO Realty Growth position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 251 CTO Realty Growth shares in Q3 2018, an estimated $4K.
  • Piedmont Investment Advisors first reported a position in CTO Realty Growth in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's CTO Realty Growth position peaked at $4K in Q2 2018.
  • 87 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.