SNT
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Security National Trust’s Piedmont Realty Trust PDM Stock Holding History

Security National Trust’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
-664
Closed -$12K – 395
2018
Q1 		$12K Buy
+664
New +$12.3K ﹤0.01% 335

Other funds holding PDM

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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 $3.38T AUM 44.17% 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

Security National Trust's PDM Position: Q2 2018 in Review

Security National Trust sold out of Piedmont Realty Trust (PDM) in Q2 2018, closing a stake of 664 shares — an estimated $12K sold.

Security National Trust first reported a position in PDM in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 224 funds tracked by Wall St. Rank hold PDM as of Q2 2018.

  • Security National Trust reported no remaining Piedmont Realty Trust position as of Q2 2018 after selling out during the quarter.
  • Security National Trust sold 664 Piedmont Realty Trust shares in Q2 2018, an estimated $12K.
  • Security National Trust first reported a position in Piedmont Realty Trust in Q1 2018 and held it in 1 quarter.
  • Security National Trust's Piedmont Realty Trust position peaked at $12K in Q1 2018.
  • 224 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2018.

Based on Security National Trust's 13F filing for Q2 2018, filed 27 Jul 2018.