CWM
PDM

Cranbrook Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Cranbrook Wealth 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
Q3 		– Sell
-448
Closed -$8K – 156
2014
Q2 		$8K Hold
448
– – 0.01% 130
2014
Q1 		$8K Hold
448
– – 0.01% 129
2013
Q4 		$7K Buy
+448
New +$7.75K ﹤0.01% 175

Other funds holding PDM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 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

Cranbrook Wealth Management's PDM Position: Q3 2014 in Review

Cranbrook Wealth Management sold out of Piedmont Realty Trust (PDM) in Q3 2014, closing a stake of 448 shares — an estimated $8K sold.

Cranbrook Wealth Management first reported a position in PDM in Q4 2013 and held it in 3 quarters. The position peaked at $8K in Q2 2014. 193 funds tracked by Wall St. Rank hold PDM as of Q3 2014.

  • Cranbrook Wealth Management reported no remaining Piedmont Realty Trust position as of Q3 2014 after selling out during the quarter.
  • Cranbrook Wealth Management sold 448 Piedmont Realty Trust shares in Q3 2014, an estimated $8K.
  • Cranbrook Wealth Management first reported a position in Piedmont Realty Trust in Q4 2013 and held it in 3 quarters.
  • Cranbrook Wealth Management's Piedmont Realty Trust position peaked at $8K in Q2 2014.
  • 193 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2014.

Based on Cranbrook Wealth Management's 13F filing for Q3 2014, filed 15 Oct 2014.