Valeo Financial Advisors
PDM icon

Valeo Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

Valeo Financial 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
Q4 		– Sell
-45
Closed -$818 – 1666
2018
Q3 		$1K Hold
45
– – ﹤0.01% 1664
2018
Q2 		$1K Hold
45
– – ﹤0.01% 1499
2018
Q1 		$1K Hold
45
– – ﹤0.01% 1452
2017
Q4 		$1K Buy
+45
New +$896 ﹤0.01% 1299

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American Century Companies
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Fidelity Investments
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State Street
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CBRE Investment Management Listed Real Assets
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Morgan Stanley
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Northern Trust
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Valeo Financial Advisors's PDM Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Piedmont Realty Trust (PDM) in Q4 2018, closing a stake of 45 shares — an estimated $818 sold.

Valeo Financial Advisors first reported a position in PDM in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 232 funds tracked by Wall St. Rank hold PDM as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Piedmont Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 45 Piedmont Realty Trust shares in Q4 2018, an estimated $818.
  • Valeo Financial Advisors first reported a position in Piedmont Realty Trust in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's Piedmont Realty Trust position peaked at $1K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.