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Piedmont Investment Advisors’s Factset FDS Stock Holding History

Piedmont Investment Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,123
Closed -$1.6M – 245
2020
Q1 		$1.6M Buy
6,123
+496
+9% +$135K 0.06% 236
2019
Q4 		$1.51M Sell
5,627
-573
-9% -$147K 0.05% 245
2019
Q3 		$1.51M Sell
6,200
-238
-4% -$66K 0.06% 239
2019
Q2 		$1.84M Buy
6,438
+2,679
+71% +$741K 0.07% 216
2019
Q1 		$933K Buy
3,759
+44
+1% +$9.84K 0.04% 314
2018
Q4 		$743K Buy
3,715
+1,008
+37% +$222K 0.04% 333
2018
Q3 		$606K Buy
+2,707
New +$587K 0.03% 442

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Piedmont Investment Advisors's FDS Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Factset (FDS) in Q2 2020, closing a stake of 6,123 shares — an estimated $1.6M sold.

Piedmont Investment Advisors first reported a position in FDS in Q3 2018 and held it in 7 quarters. The position peaked at $1.84M in Q2 2019. 538 funds tracked by Wall St. Rank hold FDS as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Factset position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 6,123 Factset shares in Q2 2020, an estimated $1.6M.
  • Piedmont Investment Advisors first reported a position in Factset in Q3 2018 and held it in 7 quarters.
  • Piedmont Investment Advisors's Factset position peaked at $1.84M in Q2 2019.
  • 538 funds tracked by Wall St. Rank held Factset as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.