WAM
PDM

Wakefield Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Wakefield Asset 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
-25,373
Closed -$506K – 191
2019
Q2 		$506K Sell
25,373
-1,893
-7% -$39.1K 0.2% 117
2019
Q1 		$568K Buy
+27,266
New +$537K 0.21% 109

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State Street
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American Century Companies
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
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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

Wakefield Asset Management's PDM Position: Q3 2019 in Review

Wakefield Asset Management sold out of Piedmont Realty Trust (PDM) in Q3 2019, closing a stake of 25,373 shares — an estimated $506K sold.

Wakefield Asset Management first reported a position in PDM in Q1 2019 and held it in 2 quarters. The position peaked at $568K in Q1 2019. 241 funds tracked by Wall St. Rank hold PDM as of Q3 2019.

  • Wakefield Asset Management reported no remaining Piedmont Realty Trust position as of Q3 2019 after selling out during the quarter.
  • Wakefield Asset Management sold 25,373 Piedmont Realty Trust shares in Q3 2019, an estimated $506K.
  • Wakefield Asset Management first reported a position in Piedmont Realty Trust in Q1 2019 and held it in 2 quarters.
  • Wakefield Asset Management's Piedmont Realty Trust position peaked at $568K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2019.

Based on Wakefield Asset Management's 13F filing for Q3 2019, filed 25 Oct 2019.