Royal Fund Management’s Piedmont Realty Trust PDM Stock Holding History

Royal Fund 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
2020 Q2	–	Sell	-2,624	Closed	-$46K	–	446
2020 Q1	$46K	Hold	2,624	–	–	0.02%	233
2019 Q4	$58K	Hold	2,624	–	–	0.01%	230
2019 Q3	$54K	Hold	2,624	–	–	0.02%	230
2019 Q2	$52K	Hold	2,624	–	–	0.02%	231
2019 Q1	$54K	Hold	2,624	–	–	0.02%	201
2018 Q4	$44K	Hold	2,624	–	–	0.02%	195
2018 Q3	$49K	Hold	2,624	–	–	0.02%	191
2018 Q2	$52K	Hold	2,624	–	–	0.02%	189
2018 Q1	$46K	Hold	2,624	–	–	0.02%	196
2017 Q4	$51K	Hold	2,624	–	–	0.02%	207
2017 Q3	$52K	Hold	2,624	–	–	0.02%	171
2017 Q2	$55K	Hold	2,624	–	–	0.02%	149
2017 Q1	$56K	Hold	2,624	–	–	0.03%	145
2016 Q4	$54K	Buy	+2,624	New	+$52.9K	0.03%	140

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

CIMLRA

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Fund Management's PDM Position: Q2 2020 in Review

Royal Fund Management sold out of Piedmont Realty Trust (PDM) in Q2 2020, closing a stake of 2,624 shares — an estimated $46K sold.

Royal Fund Management first reported a position in PDM in Q4 2016 and held it in 14 quarters. The position peaked at $58K in Q4 2019. 235 funds tracked by Wall St. Rank hold PDM as of Q2 2020.

Royal Fund Management reported no remaining Piedmont Realty Trust position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 2,624 Piedmont Realty Trust shares in Q2 2020, an estimated $46K.
Royal Fund Management first reported a position in Piedmont Realty Trust in Q4 2016 and held it in 14 quarters.
Royal Fund Management's Piedmont Realty Trust position peaked at $58K in Q4 2019.
235 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.