Proficio Capital Partners’s Piedmont Realty Trust PDM Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-313	Closed	-$6K	–	1133
2019 Q2	$6K	Buy	313 +215	+219%	+$4.44K	﹤0.01%	1151
2019 Q1	$2K	Buy	+98	New	+$1.93K	﹤0.01%	1392
2018 Q1	–	Sell	-133	Closed	-$3K	–	1325
2017 Q4	$3K	Hold	133	–	–	﹤0.01%	1076
2017 Q3	$3K	Hold	133	–	–	﹤0.01%	1043
2017 Q2	$3K	Hold	133	–	–	﹤0.01%	1054
2017 Q1	$3K	Hold	133	–	–	﹤0.01%	1086
2016 Q4	$3K	Hold	133	–	–	﹤0.01%	852
2016 Q3	$3K	Hold	133	–	–	﹤0.01%	819
2016 Q2	$3K	Hold	133	–	–	﹤0.01%	786
2016 Q1	$3K	Buy	+133	New	+$2.48K	﹤0.01%	654

Other funds holding PDM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Proficio Capital Partners's PDM Position: Q3 2019 in Review

Proficio Capital Partners sold out of Piedmont Realty Trust (PDM) in Q3 2019, closing a stake of 313 shares — an estimated $6K sold.

Proficio Capital Partners first reported a position in PDM in Q1 2016 and held it in 10 quarters. The position peaked at $6K in Q2 2019. 241 funds tracked by Wall St. Rank hold PDM as of Q3 2019.

Proficio Capital Partners reported no remaining Piedmont Realty Trust position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 313 Piedmont Realty Trust shares in Q3 2019, an estimated $6K.
Proficio Capital Partners first reported a position in Piedmont Realty Trust in Q1 2016 and held it in 10 quarters.
Proficio Capital Partners's Piedmont Realty Trust position peaked at $6K in Q2 2019.
241 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.