RFG Advisory’s Piedmont Realty Trust PDM Stock Holding History

RFG Advisory’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 Q4	–	Sell	-20,000	Closed	-$418K	–	378
2019 Q3	$418K	Buy	+20,000	New	+$404K	0.08%	185

Other funds holding PDM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RFG Advisory's PDM Position: Q4 2019 in Review

RFG Advisory sold out of Piedmont Realty Trust (PDM) in Q4 2019, closing a stake of 20,000 shares — an estimated $418K sold.

RFG Advisory first reported a position in PDM in Q3 2019 and held it in 1 quarter. The position peaked at $418K in Q3 2019. 254 funds tracked by Wall St. Rank hold PDM as of Q4 2019.

RFG Advisory reported no remaining Piedmont Realty Trust position as of Q4 2019 after selling out during the quarter.
RFG Advisory sold 20,000 Piedmont Realty Trust shares in Q4 2019, an estimated $418K.
RFG Advisory first reported a position in Piedmont Realty Trust in Q3 2019 and held it in 1 quarter.
RFG Advisory's Piedmont Realty Trust position peaked at $418K in Q3 2019.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2019.

Based on RFG Advisory's 13F filing for Q4 2019, filed 22 Jan 2020.