RIA
PDM

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.38B AUM 4.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return