Regal Investment Advisors’s Piedmont Realty Trust PDM Stock Holding History

Regal Investment Advisors’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
2016 Q3	–	Hold	0	–	–	–	117
2016 Q2	–	Hold	0	–	–	–	122
2016 Q1	–	Sell	-23,520	Closed	-$438K	–	121
2015 Q4	$444K	Buy	23,520 +407	+2%	+$7.79K	0.12%	161
2015 Q3	$413K	Buy	23,113 +12,515	+118%	+$224K	0.11%	165
2015 Q2	$186K	Hold	10,598	–	–	0.05%	255
2015 Q1	$197K	Sell	10,598 -3,901	-27%	-$73.5K	0.05%	256
2014 Q4	$273K	Sell	14,499 -2,336	-14%	-$44K	0.07%	186
2014 Q3	$297K	Buy	16,835 +4,034	+32%	+$77.4K	0.09%	187
2014 Q2	$242K	Sell	12,801 -3,235	-20%	-$59.3K	0.09%	187
2014 Q1	$275K	Buy	16,036 +11,568	+259%	+$194K	0.12%	160
2013 Q4	$74K	Buy	4,468 +3,152	+240%	+$54.5K	0.04%	243
2013 Q3	$23K	Hold	1,316	–	–	0.01%	446
2013 Q2	$24K	Buy	+1,316	New	+$25.6K	0.01%	426

Other funds holding PDM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Regal Investment Advisors's PDM Position: Q3 2016 in Review

Regal Investment Advisors held its Piedmont Realty Trust (PDM) position steady in Q3 2016 at 0 shares worth $802K. The position accounts for 0.23% of the portfolio, ranked #117.

Regal Investment Advisors first reported a position in PDM in Q2 2013 and has held it in 11 quarters since. The position peaked at $444K in Q4 2015. 216 funds tracked by Wall St. Rank hold PDM as of Q3 2016.

Regal Investment Advisors held 0 shares of Piedmont Realty Trust worth $802K as of Q3 2016.
Regal Investment Advisors left its Piedmont Realty Trust share count unchanged in Q3 2016.
Piedmont Realty Trust made up 0.23% of Regal Investment Advisors's portfolio in Q3 2016, its #117 holding.
Regal Investment Advisors first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 11 quarters since.
Regal Investment Advisors's Piedmont Realty Trust position peaked at $444K in Q4 2015.
216 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2016.

Based on Regal Investment Advisors's 13F filing for Q3 2016, filed 27 Oct 2016.