BRWA
PDM

B. Riley Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-664
Closed -$13 – 1567
2014
Q4 		$13 Buy
+664
New +$12.5K ﹤0.01% 2743
2014
Q3 		– Sell
-664
Closed -$12.6K – 1525
2014
Q2 		$12.6K Buy
+664
New +$12.2K ﹤0.01% 1683

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

B. Riley Wealth Advisors's PDM Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2015, closing a stake of 664 shares — an estimated $13 sold.

B. Riley Wealth Advisors first reported a position in PDM in Q2 2014 and held it in 2 quarters. The position peaked at $12.6K in Q2 2014. 211 funds tracked by Wall St. Rank hold PDM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Piedmont Realty Trust position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 664 Piedmont Realty Trust shares in Q1 2015, an estimated $13.
  • B. Riley Wealth Advisors first reported a position in Piedmont Realty Trust in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Piedmont Realty Trust position peaked at $12.6K in Q2 2014.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.