WI
PDM

WBI Investments’s Piedmont Realty Trust PDM Stock Holding History

WBI Investments’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
2017
Q4 		– Sell
-235,482
Closed -$4.75M – 350
2017
Q3 		$4.75M Sell
235,482
-120,220
-34% -$2.45M 0.21% 83
2017
Q2 		$7.5M Buy
+355,702
New +$7.69M 0.33% 64

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WBI Investments's PDM Position: Q4 2017 in Review

WBI Investments sold out of Piedmont Realty Trust (PDM) in Q4 2017, closing a stake of 235,482 shares — an estimated $4.75M sold.

WBI Investments first reported a position in PDM in Q2 2017 and held it in 2 quarters. The position peaked at $7.5M in Q2 2017. 230 funds tracked by Wall St. Rank hold PDM as of Q4 2017.

  • WBI Investments reported no remaining Piedmont Realty Trust position as of Q4 2017 after selling out during the quarter.
  • WBI Investments sold 235,482 Piedmont Realty Trust shares in Q4 2017, an estimated $4.75M.
  • WBI Investments first reported a position in Piedmont Realty Trust in Q2 2017 and held it in 2 quarters.
  • WBI Investments's Piedmont Realty Trust position peaked at $7.5M in Q2 2017.
  • 230 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2017.

Based on WBI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.