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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return