V
PDM

Veritable’s Piedmont Realty Trust PDM Stock Holding History

Veritable’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
2020
Q3 		– Sell
-18,904
Closed -$314K – 774
2020
Q2 		$314K Buy
18,904
+8
+0% +$134 0.01% 588
2020
Q1 		$334K Sell
18,896
-3,993
-17% -$86.1K 0.01% 538
2019
Q4 		$509K Buy
22,889
+4,066
+22% +$87.6K 0.01% 523
2019
Q3 		$393K Buy
18,823
+1,326
+8% +$26.8K 0.01% 578
2019
Q2 		$349K Buy
17,497
+2,525
+17% +$52.1K 0.01% 605
2019
Q1 		$312K Buy
14,972
+3,368
+29% +$66.3K 0.01% 633
2018
Q4 		$198K Sell
11,604
-1,623
-12% -$29.5K ﹤0.01% 739
2018
Q3 		$250K Sell
13,227
-686
-5% -$13.5K 0.01% 707
2018
Q2 		$277K Buy
+13,913
New +$258K 0.01% 666

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Veritable's PDM Position: Q3 2020 in Review

Veritable sold out of Piedmont Realty Trust (PDM) in Q3 2020, closing a stake of 18,904 shares — an estimated $314K sold.

Veritable first reported a position in PDM in Q2 2018 and held it in 9 quarters. The position peaked at $509K in Q4 2019. 248 funds tracked by Wall St. Rank hold PDM as of Q3 2020.

  • Veritable reported no remaining Piedmont Realty Trust position as of Q3 2020 after selling out during the quarter.
  • Veritable sold 18,904 Piedmont Realty Trust shares in Q3 2020, an estimated $314K.
  • Veritable first reported a position in Piedmont Realty Trust in Q2 2018 and held it in 9 quarters.
  • Veritable's Piedmont Realty Trust position peaked at $509K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2020.

Based on Veritable's 13F filing for Q3 2020, filed 13 Nov 2020.