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JNBA Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

JNBA Financial Advisors’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
Q1 		– Sell
-4,612
Closed -$76K – 491
2013
Q4 		$76K Hold
4,612
– – 0.04% 144
2013
Q3 		$80K Hold
4,612
– – 0.05% 129
2013
Q2 		$82K Buy
+4,612
New +$89.7K 0.06% 121

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

JNBA Financial Advisors's PDM Position: Q1 2014 in Review

JNBA Financial Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2014, closing a stake of 4,612 shares — an estimated $76K sold.

JNBA Financial Advisors first reported a position in PDM in Q2 2013 and held it in 3 quarters. The position peaked at $82K in Q2 2013. 195 funds tracked by Wall St. Rank hold PDM as of Q1 2014.

  • JNBA Financial Advisors reported no remaining Piedmont Realty Trust position as of Q1 2014 after selling out during the quarter.
  • JNBA Financial Advisors sold 4,612 Piedmont Realty Trust shares in Q1 2014, an estimated $76K.
  • JNBA Financial Advisors first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 3 quarters.
  • JNBA Financial Advisors's Piedmont Realty Trust position peaked at $82K in Q2 2013.
  • 195 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2014.

Based on JNBA Financial Advisors's 13F filing for Q1 2014, filed 5 May 2014.