SI
PDM

SII Investments’s Piedmont Realty Trust PDM Stock Holding History

SII Investments’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
2017
Q4 		– Sell
-25,849
Closed -$520K – 542
2017
Q3 		$520K Sell
25,849
-4,368
-14% -$89.1K 0.03% 346
2017
Q2 		$639K Sell
30,217
-1,325
-4% -$28.7K 0.04% 292
2017
Q1 		$675K Sell
31,542
-155
-0.5% -$3.36K 0.05% 261
2016
Q4 		$663K Hold
31,697
– – 0.05% 253
2016
Q3 		$690K Sell
31,697
-88
-0.3% -$1.89K 0.05% 247
2016
Q2 		$685K Sell
31,785
-1,678
-5% -$34.1K 0.06% 256
2016
Q1 		$679K Sell
33,463
-1,500
-4% -$27.9K 0.06% 251
2015
Q4 		$661K Sell
34,963
-2,277
-6% -$43.6K 0.08% 211
2015
Q3 		$666K Sell
37,240
-6,429
-15% -$115K 0.08% 239
2015
Q2 		$772K Sell
43,669
-3,210
-7% -$57.1K 0.09% 210
2015
Q1 		$873K Sell
46,879
-2,183
-4% -$41.1K 0.11% 186
2014
Q4 		$926K Buy
49,062
+16,068
+49% +$302K 0.12% 174
2014
Q3 		$584K Sell
32,994
-1,352
-4% -$25.9K 0.08% 239
2014
Q2 		$653K Sell
34,346
-3,675
-10% -$67.4K 0.09% 219
2014
Q1 		$630K Sell
38,021
-1,018
-3% -$17.1K 0.12% 195
2013
Q4 		$645K Buy
+39,039
New +$676K 0.12% 196
2013
Q3 		– Sell
-54,713
Closed -$976K – 362
2013
Q2 		$976K Buy
+54,713
New +$1.06M 0.21% 131

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SII Investments's PDM Position: Q4 2017 in Review

SII Investments sold out of Piedmont Realty Trust (PDM) in Q4 2017, closing a stake of 25,849 shares — an estimated $520K sold.

SII Investments first reported a position in PDM in Q2 2013 and held it in 17 quarters. The position peaked at $976K in Q2 2013. 230 funds tracked by Wall St. Rank hold PDM as of Q4 2017.

  • SII Investments reported no remaining Piedmont Realty Trust position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 25,849 Piedmont Realty Trust shares in Q4 2017, an estimated $520K.
  • SII Investments first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 17 quarters.
  • SII Investments's Piedmont Realty Trust position peaked at $976K in Q2 2013.
  • 230 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.