IMS
PDM

Index Management Solutions’s Piedmont Realty Trust PDM Stock Holding History

Index Management Solutions’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
-15,536
Closed -$274K – 944
2014
Q3 		$274K Sell
15,536
-3,674
-19% -$70.5K 0.03% 506
2014
Q2 		$364K Buy
19,210
+13,338
+227% +$245K 0.04% 350
2014
Q1 		$101K Buy
+5,872
New +$98.3K 0.02% 450

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Index Management Solutions's PDM Position: Q4 2014 in Review

Index Management Solutions sold out of Piedmont Realty Trust (PDM) in Q4 2014, closing a stake of 15,536 shares — an estimated $274K sold.

Index Management Solutions first reported a position in PDM in Q1 2014 and held it in 3 quarters. The position peaked at $364K in Q2 2014. 201 funds tracked by Wall St. Rank hold PDM as of Q4 2014.

  • Index Management Solutions reported no remaining Piedmont Realty Trust position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 15,536 Piedmont Realty Trust shares in Q4 2014, an estimated $274K.
  • Index Management Solutions first reported a position in Piedmont Realty Trust in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Piedmont Realty Trust position peaked at $364K in Q2 2014.
  • 201 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.