Smith Group Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Smith Group Asset 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
2019 Q3	–	Sell	-263	Closed	-$5K	–	430
2019 Q2	$5K	Hold	263	–	–	﹤0.01%	374
2019 Q1	$5K	Hold	263	–	–	﹤0.01%	419
2018 Q4	$5K	Sell	263 -1,649	-86%	-$30K	﹤0.01%	413
2018 Q3	$36K	Sell	1,912 -3,024	-61%	-$59.6K	﹤0.01%	339
2018 Q2	$99K	Hold	4,936	–	–	﹤0.01%	289
2018 Q1	$87K	Buy	4,936 +2,478	+101%	+$45.7K	﹤0.01%	303
2017 Q4	$47K	Buy	2,458 +557	+29%	+$11.1K	﹤0.01%	342
2017 Q3	$38K	Hold	1,901	–	–	﹤0.01%	360
2017 Q2	$39K	Buy	1,901 +1,488	+360%	+$32.2K	﹤0.01%	359
2017 Q1	$9K	Hold	413	–	–	﹤0.01%	426
2016 Q4	$9K	Buy	413 +146	+55%	+$2.94K	﹤0.01%	426
2016 Q3	$6K	Hold	267	–	–	﹤0.01%	427
2016 Q2	$6K	Hold	267	–	–	﹤0.01%	439
2016 Q1	$5K	Hold	267	–	–	﹤0.01%	422
2015 Q4	$5K	Hold	267	–	–	﹤0.01%	432
2015 Q3	$5K	Hold	267	–	–	﹤0.01%	358
2015 Q2	$5K	Sell	267 -18,660	-99%	-$332K	﹤0.01%	351
2015 Q1	$352K	Buy	18,927 +4,320	+30%	+$81.4K	0.01%	227
2014 Q4	$275K	Buy	14,607 +14,502	+13,811%	+$273K	0.01%	244
2014 Q3	$2K	Hold	105	–	–	﹤0.01%	382
2014 Q2	$2K	Hold	105	–	–	﹤0.01%	391
2014 Q1	$2K	Hold	105	–	–	﹤0.01%	384
2013 Q4	$2K	Buy	105 +13	+14%	+$225	﹤0.01%	367
2013 Q3	$2K	Hold	92	–	–	﹤0.01%	386
2013 Q2	$2K	Buy	+92	New	+$1.79K	﹤0.01%	392

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Smith Group Asset Management's PDM Position: Q3 2019 in Review

Smith Group Asset Management sold out of Piedmont Realty Trust (PDM) in Q3 2019, closing a stake of 263 shares — an estimated $5K sold.

Smith Group Asset Management first reported a position in PDM in Q2 2013 and held it in 25 quarters. The position peaked at $352K in Q1 2015. 241 funds tracked by Wall St. Rank hold PDM as of Q3 2019.

Smith Group Asset Management reported no remaining Piedmont Realty Trust position as of Q3 2019 after selling out during the quarter.
Smith Group Asset Management sold 263 Piedmont Realty Trust shares in Q3 2019, an estimated $5K.
Smith Group Asset Management first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 25 quarters.
Smith Group Asset Management's Piedmont Realty Trust position peaked at $352K in Q1 2015.
241 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2019.

Based on Smith Group Asset Management's 13F filing for Q3 2019, filed 12 Nov 2019.