BAIA
PDM

Bel Air Investment Advisors’s Piedmont Realty Trust PDM Stock Holding History

Bel Air Investment 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
2013
Q3 		$693K Hold
39,918
– – 0.1% 69
2013
Q2 		$714K Buy
+39,918
New +$777K 0.1% 66

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bel Air Investment Advisors's PDM Position: Q3 2013 in Review

Bel Air Investment Advisors held its Piedmont Realty Trust (PDM) position steady in Q3 2013 at 39,918 shares worth $693K. The position accounts for 0.1% of the portfolio, ranked #69.

Bel Air Investment Advisors first reported a position in PDM in Q2 2013 and has held it in 2 quarters since. The position peaked at $714K in Q2 2013. 192 funds tracked by Wall St. Rank hold PDM as of Q3 2013.

  • Bel Air Investment Advisors held 39,918 shares of Piedmont Realty Trust worth $693K as of Q3 2013.
  • Bel Air Investment Advisors left its Piedmont Realty Trust share count unchanged in Q3 2013.
  • Piedmont Realty Trust made up 0.1% of Bel Air Investment Advisors's portfolio in Q3 2013, its #69 holding.
  • Bel Air Investment Advisors first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Piedmont Realty Trust position peaked at $714K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.