Summit Trail Advisors
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Summit Trail Advisors’s Piedmont Realty Trust PDM Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-563
Closed -$11K – 1312
2017
Q4 		$11K Buy
+563
New +$11.2K ﹤0.01% 1198

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Northern Trust
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Summit Trail Advisors's PDM Position: Q1 2018 in Review

Summit Trail Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2018, closing a stake of 563 shares — an estimated $11K sold.

Summit Trail Advisors first reported a position in PDM in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 233 funds tracked by Wall St. Rank hold PDM as of Q1 2018.

  • Summit Trail Advisors reported no remaining Piedmont Realty Trust position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 563 Piedmont Realty Trust shares in Q1 2018, an estimated $11K.
  • Summit Trail Advisors first reported a position in Piedmont Realty Trust in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Piedmont Realty Trust position peaked at $11K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.