Founders Bank & Trust’s Piedmont Realty Trust PDM Stock Holding History

Founders 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 Q4	–	Sell	-268	Closed	-$5K	–	355
2014 Q3	$5K	Hold	268	–	–	﹤0.01%	317
2014 Q2	$5K	Hold	268	–	–	﹤0.01%	318
2014 Q1	$5K	Hold	268	–	–	﹤0.01%	321
2013 Q4	$4K	Hold	268	–	–	﹤0.01%	348
2013 Q3	$5K	Hold	268	–	–	﹤0.01%	308
2013 Q2	$5K	Buy	+268	New	+$5.21K	﹤0.01%	298

Other funds holding PDM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 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

Founders Bank & Trust's PDM Position: Q4 2014 in Review

Founders Bank & Trust sold out of Piedmont Realty Trust (PDM) in Q4 2014, closing a stake of 268 shares — an estimated $5K sold.

Founders Bank & Trust first reported a position in PDM in Q2 2013 and held it in 6 quarters. The position peaked at $5K in Q3 2014. 201 funds tracked by Wall St. Rank hold PDM as of Q4 2014.

Founders Bank & Trust reported no remaining Piedmont Realty Trust position as of Q4 2014 after selling out during the quarter.
Founders Bank & Trust sold 268 Piedmont Realty Trust shares in Q4 2014, an estimated $5K.
Founders Bank & Trust first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 6 quarters.
Founders Bank & Trust's Piedmont Realty Trust position peaked at $5K in Q3 2014.
201 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.