HIM
PDM

Hillsdale Investment Management’s Piedmont Realty Trust PDM Stock Holding History

Hillsdale Investment Management’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
-9,600
Closed -$172K – 569
2015
Q3 		$172K Sell
9,600
-1,500
-14% -$26.8K 0.06% 338
2015
Q2 		$195K Sell
11,100
-200
-2% -$3.56K 0.06% 349
2015
Q1 		$210K Buy
11,300
+2,900
+35% +$54.7K 0.05% 337
2014
Q4 		$158K Hold
8,400
– – 0.04% 350
2014
Q3 		$148K Buy
8,400
+1,300
+18% +$24.9K 0.05% 349
2014
Q2 		$134K Sell
7,100
-700
-9% -$12.8K 0.03% 368
2014
Q1 		$134K Buy
7,800
+400
+5% +$6.7K 0.04% 350
2013
Q4 		$122K Sell
7,400
-500
-6% -$8.65K 0.04% 359
2013
Q3 		$137K Sell
7,900
-5,200
-40% -$93K 0.04% 320
2013
Q2 		$234K Buy
+13,100
New +$255K 0.08% 262

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
American Century Companies
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hillsdale Investment Management's PDM Position: Q4 2015 in Review

Hillsdale Investment Management sold out of Piedmont Realty Trust (PDM) in Q4 2015, closing a stake of 9,600 shares — an estimated $172K sold.

Hillsdale Investment Management first reported a position in PDM in Q2 2013 and held it in 10 quarters. The position peaked at $234K in Q2 2013. 214 funds tracked by Wall St. Rank hold PDM as of Q4 2015.

  • Hillsdale Investment Management reported no remaining Piedmont Realty Trust position as of Q4 2015 after selling out during the quarter.
  • Hillsdale Investment Management sold 9,600 Piedmont Realty Trust shares in Q4 2015, an estimated $172K.
  • Hillsdale Investment Management first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 10 quarters.
  • Hillsdale Investment Management's Piedmont Realty Trust position peaked at $234K in Q2 2013.
  • 214 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2015.

Based on Hillsdale Investment Management's 13F filing for Q4 2015, filed 4 Feb 2016.