TAIM
PDM

TD Ameritrade Investment Management’s Piedmont Realty Trust PDM Stock Holding History

TD Ameritrade Investment 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
-410
Closed -$8K – 699
2019
Q2 		$8K Sell
410
-38
-8% -$784 ﹤0.01% 435
2019
Q1 		$9K Hold
448
– – ﹤0.01% 362
2018
Q4 		$8K Buy
448
+327
+270% +$5.95K ﹤0.01% 388
2018
Q3 		$2K Buy
+121
New +$2.38K ﹤0.01% 495

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TD Ameritrade Investment Management's PDM Position: Q3 2019 in Review

TD Ameritrade Investment Management sold out of Piedmont Realty Trust (PDM) in Q3 2019, closing a stake of 410 shares — an estimated $8K sold.

TD Ameritrade Investment Management first reported a position in PDM in Q3 2018 and held it in 4 quarters. The position peaked at $9K in Q1 2019. 241 funds tracked by Wall St. Rank hold PDM as of Q3 2019.

  • TD Ameritrade Investment Management reported no remaining Piedmont Realty Trust position as of Q3 2019 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 410 Piedmont Realty Trust shares in Q3 2019, an estimated $8K.
  • TD Ameritrade Investment Management first reported a position in Piedmont Realty Trust in Q3 2018 and held it in 4 quarters.
  • TD Ameritrade Investment Management's Piedmont Realty Trust position peaked at $9K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2019, filed 7 Nov 2019.