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

Delta 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
2015 Q4	–	Sell	-500	Closed	-$9K	–	637
2015 Q3	$9K	Hold	500	–	–	﹤0.01%	415
2015 Q2	$9K	Hold	500	–	–	﹤0.01%	435
2015 Q1	$9K	Hold	500	–	–	﹤0.01%	437
2014 Q4	$9K	Sell	500 -300	-38%	-$5.65K	﹤0.01%	432
2014 Q3	$14K	Hold	800	–	–	﹤0.01%	373
2014 Q2	$15K	Sell	800 -200	-20%	-$3.67K	﹤0.01%	373
2014 Q1	$17K	Sell	1,000 -376	-27%	-$6.3K	﹤0.01%	353
2013 Q4	$23K	Hold	1,376	–	–	0.01%	309
2013 Q3	$24K	Hold	1,376	–	–	0.01%	305
2013 Q2	$25K	Buy	+1,376	New	+$26.8K	0.01%	295

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Delta Asset Management's PDM Position: Q4 2015 in Review

Delta Asset Management sold out of Piedmont Realty Trust (PDM) in Q4 2015, closing a stake of 500 shares — an estimated $9K sold.

Delta Asset Management first reported a position in PDM in Q2 2013 and held it in 10 quarters. The position peaked at $25K in Q2 2013. 214 funds tracked by Wall St. Rank hold PDM as of Q4 2015.

Delta Asset Management reported no remaining Piedmont Realty Trust position as of Q4 2015 after selling out during the quarter.
Delta Asset Management sold 500 Piedmont Realty Trust shares in Q4 2015, an estimated $9K.
Delta Asset Management first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 10 quarters.
Delta Asset Management's Piedmont Realty Trust position peaked at $25K in Q2 2013.
214 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2015.

Based on Delta Asset Management's 13F filing for Q4 2015, filed 20 Jan 2016.