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First Personal Financial Services’s Piedmont Realty Trust PDM Stock Holding History

First Personal Financial 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
2015
Q4 		– Sell
-35
Closed -$1K – 467
2015
Q3 		$1K Hold
35
– – ﹤0.01% 443
2015
Q2 		$1K Hold
35
– – ﹤0.01% 444
2015
Q1 		$1K Hold
35
– – ﹤0.01% 526
2014
Q4 		$0 Buy
+35
New +$659 ﹤0.01% 505

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Shinko Asset Management Company
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Personal Financial Services's PDM Position: Q4 2015 in Review

First Personal Financial Services sold out of Piedmont Realty Trust (PDM) in Q4 2015, closing a stake of 35 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in PDM in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 214 funds tracked by Wall St. Rank hold PDM as of Q4 2015.

  • First Personal Financial Services reported no remaining Piedmont Realty Trust position as of Q4 2015 after selling out during the quarter.
  • First Personal Financial Services sold 35 Piedmont Realty Trust shares in Q4 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in Piedmont Realty Trust in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's Piedmont Realty Trust position peaked at $1K in Q3 2015.
  • 214 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.