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Financial Architects (New Jersey)’s Piedmont Realty Trust PDM Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-99
Closed -$2K – 1470
2016
Q3 		$2K Hold
99
– – ﹤0.01% 1339
2016
Q2 		$2K Hold
99
– – ﹤0.01% 1322
2016
Q1 		$2K Buy
+99
New +$1.84K ﹤0.01% 1059

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Architects (New Jersey)'s PDM Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of Piedmont Realty Trust (PDM) in Q4 2016, closing a stake of 99 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in PDM in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 228 funds tracked by Wall St. Rank hold PDM as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining Piedmont Realty Trust position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 99 Piedmont Realty Trust shares in Q4 2016, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Piedmont Realty Trust in Q1 2016 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Piedmont Realty Trust position peaked at $2K in Q3 2016.
  • 228 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.