FineMark National Bank & Trust’s Piedmont Realty Trust PDM Stock Holding History

FineMark National Bank & Trust’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 Q2	–	Sell	-143	Closed	-$2K	–	1439
2014 Q1	$2K	Hold	143	–	–	﹤0.01%	1297
2013 Q4	$2K	Hold	143	–	–	﹤0.01%	1319
2013 Q3	$2K	Sell	143 -4,500	-97%	-$80.4K	﹤0.01%	1267
2013 Q2	$83K	Buy	+4,643	New	+$90.3K	0.03%	439

Other funds holding PDM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FineMark National Bank & Trust's PDM Position: Q2 2014 in Review

FineMark National Bank & Trust sold out of Piedmont Realty Trust (PDM) in Q2 2014, closing a stake of 143 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in PDM in Q2 2013 and held it in 4 quarters. The position peaked at $83K in Q2 2013. 195 funds tracked by Wall St. Rank hold PDM as of Q2 2014.

FineMark National Bank & Trust reported no remaining Piedmont Realty Trust position as of Q2 2014 after selling out during the quarter.
FineMark National Bank & Trust sold 143 Piedmont Realty Trust shares in Q2 2014, an estimated $2K.
FineMark National Bank & Trust first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 4 quarters.
FineMark National Bank & Trust's Piedmont Realty Trust position peaked at $83K in Q2 2013.
195 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2014.

Based on FineMark National Bank & Trust's 13F filing for Q2 2014, filed 13 Aug 2014.