Weatherstone Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Weatherstone Capital 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
2018 Q1	–	Sell	-19,560	Closed	-$384K	–	103
2017 Q4	$384K	Buy	19,560 +8,044	+70%	+$160K	0.26%	48
2017 Q3	$232K	Sell	11,516 -8,980	-44%	-$183K	0.16%	76
2017 Q2	$432K	Buy	20,496 +8,980	+78%	+$194K	0.29%	42
2017 Q1	$246K	Sell	11,516 -1,541	-12%	-$33.4K	0.27%	63
2016 Q4	$273K	Hold	13,057	–	–	0.18%	62
2016 Q3	$284K	Hold	13,057	–	–	0.23%	68
2016 Q2	$281K	Hold	13,057	–	–	0.24%	66
2016 Q1	$265K	Hold	13,057	–	–	0.19%	65
2015 Q4	$247K	Hold	13,057	–	–	0.28%	66
2015 Q3	$234K	Hold	13,057	–	–	0.22%	52
2015 Q2	$230K	Sell	13,057 -176	-1%	-$3.13K	0.2%	68
2015 Q1	$235K	Hold	13,233	–	–	0.14%	70
2014 Q4	$249K	Sell	13,233 -6,604	-33%	-$124K	0.15%	63
2014 Q3	$350K	Hold	19,837	–	–	0.18%	37
2014 Q2	$376K	Hold	19,837	–	–	0.1%	53
2014 Q1	$334K	Sell	19,837 -4,636	-19%	-$77.6K	0.1%	43
2013 Q4	$410K	Hold	24,473	–	–	0.09%	51
2013 Q3	$430K	Hold	24,473	–	–	0.11%	40
2013 Q2	$437K	Buy	+24,473	New	+$476K	0.19%	40

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

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

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

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

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Weatherstone Capital Management's PDM Position: Q1 2018 in Review

Weatherstone Capital Management sold out of Piedmont Realty Trust (PDM) in Q1 2018, closing a stake of 19,560 shares — an estimated $384K sold.

Weatherstone Capital Management first reported a position in PDM in Q2 2013 and held it in 19 quarters. The position peaked at $437K in Q2 2013. 233 funds tracked by Wall St. Rank hold PDM as of Q1 2018.

Weatherstone Capital Management reported no remaining Piedmont Realty Trust position as of Q1 2018 after selling out during the quarter.
Weatherstone Capital Management sold 19,560 Piedmont Realty Trust shares in Q1 2018, an estimated $384K.
Weatherstone Capital Management first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 19 quarters.
Weatherstone Capital Management's Piedmont Realty Trust position peaked at $437K in Q2 2013.
233 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2018.

Based on Weatherstone Capital Management's 13F filing for Q1 2018, filed 3 May 2018.