ACI
PDM

Advance Capital I’s Piedmont Realty Trust PDM Stock Holding History

Advance Capital I’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
2015
Q3 		– Sell
-26,000
Closed -$457K – 235
2015
Q2 		$457K Buy
26,000
+12,200
+88% +$217K 0.3% 187
2015
Q1 		$257K Buy
+13,800
New +$260K 0.16% 166

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advance Capital I's PDM Position: Q3 2015 in Review

Advance Capital I sold out of Piedmont Realty Trust (PDM) in Q3 2015, closing a stake of 26,000 shares — an estimated $457K sold.

Advance Capital I first reported a position in PDM in Q1 2015 and held it in 2 quarters. The position peaked at $457K in Q2 2015. 211 funds tracked by Wall St. Rank hold PDM as of Q3 2015.

  • Advance Capital I reported no remaining Piedmont Realty Trust position as of Q3 2015 after selling out during the quarter.
  • Advance Capital I sold 26,000 Piedmont Realty Trust shares in Q3 2015, an estimated $457K.
  • Advance Capital I first reported a position in Piedmont Realty Trust in Q1 2015 and held it in 2 quarters.
  • Advance Capital I's Piedmont Realty Trust position peaked at $457K in Q2 2015.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2015.

Based on Advance Capital I's 13F filing for Q3 2015, filed 27 Oct 2015.