BFPW
PDM

BOK Financial Private Wealth’s Piedmont Realty Trust PDM Stock Holding History

BOK Financial Private Wealth’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
2016
Q3 		– Sell
-12,673
Closed -$273K – 147
2016
Q2 		$273K Buy
+12,673
New +$257K 0.04% 106

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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOK Financial Private Wealth's PDM Position: Q3 2016 in Review

BOK Financial Private Wealth sold out of Piedmont Realty Trust (PDM) in Q3 2016, closing a stake of 12,673 shares — an estimated $273K sold.

BOK Financial Private Wealth first reported a position in PDM in Q2 2016 and held it in 1 quarter. The position peaked at $273K in Q2 2016. 216 funds tracked by Wall St. Rank hold PDM as of Q3 2016.

  • BOK Financial Private Wealth reported no remaining Piedmont Realty Trust position as of Q3 2016 after selling out during the quarter.
  • BOK Financial Private Wealth sold 12,673 Piedmont Realty Trust shares in Q3 2016, an estimated $273K.
  • BOK Financial Private Wealth first reported a position in Piedmont Realty Trust in Q2 2016 and held it in 1 quarter.
  • BOK Financial Private Wealth's Piedmont Realty Trust position peaked at $273K in Q2 2016.
  • 216 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2016.

Based on BOK Financial Private Wealth's 13F filing for Q3 2016, filed 7 Nov 2016.