Piedmont Investment Advisors’s Workiva WK Stock Holding History

Piedmont Investment Advisors’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-480	Closed	-$12K	–	2278
2018 Q2	$12K	Buy	+480	New	+$12.1K	﹤0.01%	1773

Other funds holding WK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

WEO

William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return

HWM

Highwater Wealth Management Glendale, Colorado $22.6M AUM 3.46% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Piedmont Investment Advisors sold out of Workiva (WK) in Q3 2018, closing a stake of 480 shares — an estimated $12K sold.

Piedmont Investment Advisors first reported a position in WK in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 133 funds tracked by Wall St. Rank hold WK as of Q3 2018.

Piedmont Investment Advisors reported no remaining Workiva position as of Q3 2018 after selling out during the quarter.
Piedmont Investment Advisors sold 480 Workiva shares in Q3 2018, an estimated $12K.
Piedmont Investment Advisors first reported a position in Workiva in Q2 2018 and held it in 1 quarter.
Piedmont Investment Advisors's Workiva position peaked at $12K in Q2 2018.
133 funds tracked by Wall St. Rank held Workiva as of Q3 2018.

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