PS
PDM

Portfolio Solutions’s Piedmont Realty Trust PDM Stock Holding History

Portfolio Solutions’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
Q2 		– Sell
-460
Closed -$8K – 139
2018
Q1 		$8K Hold
460
– – ﹤0.01% 136
2017
Q4 		$9K Sell
460
-350
-43% -$6.97K ﹤0.01% 127
2017
Q3 		$16K Sell
810
-257
-24% -$5.24K ﹤0.01% 103
2017
Q2 		$22K Hold
1,067
– – ﹤0.01% 86
2017
Q1 		$23K Buy
+1,067
New +$23.1K ﹤0.01% 83

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Portfolio Solutions's PDM Position: Q2 2018 in Review

Portfolio Solutions sold out of Piedmont Realty Trust (PDM) in Q2 2018, closing a stake of 460 shares — an estimated $8K sold.

Portfolio Solutions first reported a position in PDM in Q1 2017 and held it in 5 quarters. The position peaked at $23K in Q1 2017. 224 funds tracked by Wall St. Rank hold PDM as of Q2 2018.

  • Portfolio Solutions reported no remaining Piedmont Realty Trust position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 460 Piedmont Realty Trust shares in Q2 2018, an estimated $8K.
  • Portfolio Solutions first reported a position in Piedmont Realty Trust in Q1 2017 and held it in 5 quarters.
  • Portfolio Solutions's Piedmont Realty Trust position peaked at $23K in Q1 2017.
  • 224 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.