SWP
PDM

Stratos Wealth Partners’s Piedmont Realty Trust PDM Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-587
Closed -$11K – 2014
2018
Q3 		$11K Buy
+587
New +$11.6K ﹤0.01% 2150
2018
Q2 		– Sell
-587
Closed -$10K – 2113
2018
Q1 		$10K Buy
+587
New +$10.8K ﹤0.01% 2327

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stratos Wealth Partners's PDM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Piedmont Realty Trust (PDM) in Q4 2018, closing a stake of 587 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in PDM in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 232 funds tracked by Wall St. Rank hold PDM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Piedmont Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 587 Piedmont Realty Trust shares in Q4 2018, an estimated $11K.
  • Stratos Wealth Partners first reported a position in Piedmont Realty Trust in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Piedmont Realty Trust position peaked at $11K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.