Wealthspire Advisors (Maryland)’s Piedmont Realty Trust PDM Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-4,488	Closed	-$94K	–	1565
2019 Q1	$94K	Sell	4,488 -418	-9%	-$8.22K	0.01%	663
2018 Q4	$84K	Buy	4,906 +452	+10%	+$8.22K	0.01%	663
2018 Q3	$84K	Hold	4,454	–	–	0.01%	759
2018 Q2	$89K	Buy	4,454 +4,358	+4,540%	+$80.8K	0.01%	752
2018 Q1	$2K	Sell	96 -213	-69%	-$3.93K	﹤0.01%	2198
2017 Q4	$6K	Buy	309 +125	+68%	+$2.49K	﹤0.01%	1783
2017 Q3	$4K	Buy	184 +2	+1%	+$41	﹤0.01%	1859
2017 Q2	$4K	Sell	182 -28	-13%	-$605	﹤0.01%	1836
2017 Q1	$4K	Buy	210 +127	+153%	+$2.75K	﹤0.01%	1573
2016 Q4	$2K	Hold	83	–	–	﹤0.01%	1562
2016 Q3	$2K	Hold	83	–	–	﹤0.01%	1560
2016 Q2	$2K	Hold	83	–	–	﹤0.01%	1525
2016 Q1	$2K	Buy	83 +45	+118%	+$838	﹤0.01%	1543
2015 Q4	$1K	Buy	+38	New	+$727	﹤0.01%	1641

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PDM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Piedmont Realty Trust (PDM) in Q2 2019, closing a stake of 4,488 shares — an estimated $94K sold.

Wealthspire Advisors (Maryland) first reported a position in PDM in Q4 2015 and held it in 14 quarters. The position peaked at $94K in Q1 2019. 241 funds tracked by Wall St. Rank hold PDM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Piedmont Realty Trust position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,488 Piedmont Realty Trust shares in Q2 2019, an estimated $94K.
Wealthspire Advisors (Maryland) first reported a position in Piedmont Realty Trust in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Piedmont Realty Trust position peaked at $94K in Q1 2019.
241 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.