Rafferty Asset Management
PDM

Rafferty Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Rafferty Asset Management’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
-36,180
Closed -$636K – 687
2018
Q1 		$636K Buy
36,180
+4,567
+14% +$84.3K 0.01% 547
2017
Q4 		$620K Buy
31,613
+7,431
+31% +$148K 0.01% 538
2017
Q3 		$488K Buy
24,182
+2,710
+13% +$55.3K 0.01% 519
2017
Q2 		$453K Sell
21,472
-4,771
-18% -$103K 0.01% 505
2017
Q1 		$561K Buy
+26,243
New +$569K 0.01% 472
2016
Q4 		– Sell
-9,297
Closed -$202K – 500
2016
Q3 		$202K Sell
9,297
-6,308
-40% -$135K 0.01% 469
2016
Q2 		$336K Sell
15,605
-3,591
-19% -$72.9K 0.02% 453
2016
Q1 		$390K Buy
19,196
+6,312
+49% +$118K 0.02% 449
2015
Q4 		$246K Sell
12,884
-1,750
-12% -$33.5K 0.03% 484
2015
Q3 		$262K Buy
+14,634
New +$262K 0.02% 505
2015
Q2 		– Sell
-100,915
Closed -$1.88M – 569
2015
Q1 		$1.88M Buy
+100,915
New +$1.9M 0.14% 101

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

Rafferty Asset Management's PDM Position: Q2 2018 in Review

Rafferty Asset Management sold out of Piedmont Realty Trust (PDM) in Q2 2018, closing a stake of 36,180 shares — an estimated $636K sold.

Rafferty Asset Management first reported a position in PDM in Q1 2015 and held it in 11 quarters. The position peaked at $1.88M in Q1 2015. 224 funds tracked by Wall St. Rank hold PDM as of Q2 2018.

  • Rafferty Asset Management reported no remaining Piedmont Realty Trust position as of Q2 2018 after selling out during the quarter.
  • Rafferty Asset Management sold 36,180 Piedmont Realty Trust shares in Q2 2018, an estimated $636K.
  • Rafferty Asset Management first reported a position in Piedmont Realty Trust in Q1 2015 and held it in 11 quarters.
  • Rafferty Asset Management's Piedmont Realty Trust position peaked at $1.88M in Q1 2015.
  • 224 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2018.

Based on Rafferty Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.