Pinkerton Retirement Specialists’s Piedmont Realty Trust PDM Stock Holding History

Pinkerton Retirement Specialists’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
2018 Q3	–	Sell	-1,916	Closed	-$38K	–	196
2018 Q2	$38K	Hold	1,916	–	–	0.02%	104
2018 Q1	$34K	Hold	1,916	–	–	0.01%	97
2017 Q4	$37K	Hold	1,916	–	–	0.02%	101
2017 Q3	$39K	Sell	1,916 -30,844	-94%	-$629K	0.02%	77
2017 Q2	$691K	Hold	32,760	–	–	0.4%	48
2017 Q1	$700K	Hold	32,760	–	–	0.39%	46
2016 Q4	$685K	Hold	32,760	–	–	0.32%	54
2016 Q3	$713K	Sell	32,760 -1,547	-5%	-$33.2K	0.3%	57
2016 Q2	$739K	Hold	34,307	–	–	0.37%	50
2016 Q1	$613K	Buy	34,307 +32,760	+2,118%	+$610K	0.39%	45
2015 Q4	$29K	Sell	1,547 -32,760	-95%	-$627K	0.02%	54
2015 Q3	$615K	Hold	34,307	–	–	0.87%	37
2015 Q2	$609K	Sell	34,307 -2,433	-7%	-$43.3K	0.38%	47
2015 Q1	$657K	Sell	36,740 -972	-3%	-$18.3K	0.44%	44
2014 Q4	$741K	Buy	+37,712	New	+$710K	0.57%	44

Other funds holding PDM

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Pinkerton Retirement Specialists's PDM Position: Q3 2018 in Review

Pinkerton Retirement Specialists sold out of Piedmont Realty Trust (PDM) in Q3 2018, closing a stake of 1,916 shares — an estimated $38K sold.

Pinkerton Retirement Specialists first reported a position in PDM in Q4 2014 and held it in 15 quarters. The position peaked at $741K in Q4 2014. 228 funds tracked by Wall St. Rank hold PDM as of Q3 2018.

Pinkerton Retirement Specialists reported no remaining Piedmont Realty Trust position as of Q3 2018 after selling out during the quarter.
Pinkerton Retirement Specialists sold 1,916 Piedmont Realty Trust shares in Q3 2018, an estimated $38K.
Pinkerton Retirement Specialists first reported a position in Piedmont Realty Trust in Q4 2014 and held it in 15 quarters.
Pinkerton Retirement Specialists's Piedmont Realty Trust position peaked at $741K in Q4 2014.
228 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2018.

Based on Pinkerton Retirement Specialists's 13F filing for Q3 2018, filed 13 Nov 2018.