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Piedmont Investment Advisors’s Ponce Financial Group PDLB Stock Holding History

Piedmont Investment Advisors’s Portfolio PDLB Stock Details PDLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-213
Closed -$2K – 1928
2018
Q2 		$2K Buy
+213
New +$2.37K ﹤0.01% 2617

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CP
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MI
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State Street
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Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Piedmont Investment Advisors sold out of Ponce Financial Group (PDLB) in Q3 2018, closing a stake of 213 shares — an estimated $2K sold.

Piedmont Investment Advisors first reported a position in PDLB in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 36 funds tracked by Wall St. Rank hold PDLB as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Ponce Financial Group position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 213 Ponce Financial Group shares in Q3 2018, an estimated $2K.
  • Piedmont Investment Advisors first reported a position in Ponce Financial Group in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Ponce Financial Group position peaked at $2K in Q2 2018.
  • 36 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2018.

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