SMFS
PDM

Squar Milner Financial Services’s Piedmont Realty Trust PDM Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-1,664
Closed -$33K – 834
2018
Q2 		$33K Buy
+1,664
New +$30.9K 0.03% 408

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Squar Milner Financial Services's PDM Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Piedmont Realty Trust (PDM) in Q3 2018, closing a stake of 1,664 shares — an estimated $33K sold.

Squar Milner Financial Services first reported a position in PDM in Q2 2018 and held it in 1 quarter. The position peaked at $33K in Q2 2018. 228 funds tracked by Wall St. Rank hold PDM as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Piedmont Realty Trust position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,664 Piedmont Realty Trust shares in Q3 2018, an estimated $33K.
  • Squar Milner Financial Services first reported a position in Piedmont Realty Trust in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Piedmont Realty Trust position peaked at $33K in Q2 2018.
  • 228 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.