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Capstone Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Capstone Asset 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
2014
Q1 		– Sell
-10,150
Closed -$168K – 1798
2013
Q4 		$168K Sell
10,150
-12,794
-56% -$221K ﹤0.01% 1799
2013
Q3 		$398K Sell
22,944
-70
-0.3% -$1.25K 0.01% 1464
2013
Q2 		$411K Buy
+23,014
New +$448K 0.01% 1351

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Capstone Asset Management's PDM Position: Q1 2014 in Review

Capstone Asset Management sold out of Piedmont Realty Trust (PDM) in Q1 2014, closing a stake of 10,150 shares — an estimated $168K sold.

Capstone Asset Management first reported a position in PDM in Q2 2013 and held it in 3 quarters. The position peaked at $411K in Q2 2013. 195 funds tracked by Wall St. Rank hold PDM as of Q1 2014.

  • Capstone Asset Management reported no remaining Piedmont Realty Trust position as of Q1 2014 after selling out during the quarter.
  • Capstone Asset Management sold 10,150 Piedmont Realty Trust shares in Q1 2014, an estimated $168K.
  • Capstone Asset Management first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 3 quarters.
  • Capstone Asset Management's Piedmont Realty Trust position peaked at $411K in Q2 2013.
  • 195 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2014.

Based on Capstone Asset Management's 13F filing for Q1 2014, filed 22 Apr 2014.