EWM
PDM

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

Evercore 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
2017
Q1 		– Sell
-2,075
Closed -$43K – 1026
2016
Q4 		$43K Buy
+2,075
New +$41.9K ﹤0.01% 633
2013
Q4 		– Sell
-329
Closed -$6K – 955
2013
Q3 		$6K Buy
+329
New +$5.88K ﹤0.01% 821

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evercore Wealth Management's PDM Position: Q1 2017 in Review

Evercore Wealth Management sold out of Piedmont Realty Trust (PDM) in Q1 2017, closing a stake of 2,075 shares — an estimated $43K sold.

Evercore Wealth Management first reported a position in PDM in Q3 2013 and held it in 2 quarters. The position peaked at $43K in Q4 2016. 211 funds tracked by Wall St. Rank hold PDM as of Q1 2017.

  • Evercore Wealth Management reported no remaining Piedmont Realty Trust position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 2,075 Piedmont Realty Trust shares in Q1 2017, an estimated $43K.
  • Evercore Wealth Management first reported a position in Piedmont Realty Trust in Q3 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Piedmont Realty Trust position peaked at $43K in Q4 2016.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.