First Allied Advisory Services’s Piedmont Realty Trust PDM Stock Holding History

First Allied Advisory Services’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	-37,516	Closed	-$710K	–	1084
2014 Q2	$710K	Sell	37,516 -1,478	-4%	-$27.1K	0.05%	424
2014 Q1	$672K	Sell	38,994 -3,428	-8%	-$57.4K	0.05%	418
2013 Q4	$700K	Sell	42,422 -9,598	-18%	-$166K	0.06%	396
2013 Q3	$904K	Sell	52,020 -2,005	-4%	-$35.8K	0.05%	336
2013 Q2	$968K	Buy	+54,025	New	+$1.05M	0.08%	270

Other funds holding PDM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

First Allied Advisory Services's PDM Position: Q3 2014 in Review

First Allied Advisory Services sold out of Piedmont Realty Trust (PDM) in Q3 2014, closing a stake of 37,516 shares — an estimated $710K sold.

First Allied Advisory Services first reported a position in PDM in Q2 2013 and held it in 5 quarters. The position peaked at $968K in Q2 2013. 193 funds tracked by Wall St. Rank hold PDM as of Q3 2014.

First Allied Advisory Services reported no remaining Piedmont Realty Trust position as of Q3 2014 after selling out during the quarter.
First Allied Advisory Services sold 37,516 Piedmont Realty Trust shares in Q3 2014, an estimated $710K.
First Allied Advisory Services first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 5 quarters.
First Allied Advisory Services's Piedmont Realty Trust position peaked at $968K in Q2 2013.
193 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2014.

Based on First Allied Advisory Services's 13F filing for Q3 2014, filed 12 Nov 2014.