MFS
PDM

MSI Financial Services’s Piedmont Realty Trust PDM Stock Holding History

MSI 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
2016
Q4 		$293K Buy
14,017
+553
+4% +$11.2K 0.01% 924
2016
Q3 		$293K Sell
13,464
-3,632
-21% -$78K 0.01% 895
2016
Q2 		$368K Sell
17,096
-7,900
-32% -$160K 0.01% 757
2016
Q1 		$508K Buy
24,996
+1,677
+7% +$31.2K 0.02% 592
2015
Q4 		$440K Buy
+23,319
New +$446K 0.02% 600

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MSI Financial Services's PDM Position: Q4 2016 in Review

MSI Financial Services increased its Piedmont Realty Trust (PDM) stake by 4.1% in Q4 2016, buying an estimated $11.2K and bringing the position to 14,017 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #924.

MSI Financial Services first reported a position in PDM in Q4 2015 and has held it in 5 quarters since. The position peaked at $508K in Q1 2016. 228 funds tracked by Wall St. Rank hold PDM as of Q4 2016.

  • MSI Financial Services held 14,017 shares of Piedmont Realty Trust worth $293K as of Q4 2016.
  • MSI Financial Services bought 553 Piedmont Realty Trust shares in Q4 2016, an estimated $11.2K.
  • Piedmont Realty Trust made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #924 holding.
  • MSI Financial Services first reported a position in Piedmont Realty Trust in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's Piedmont Realty Trust position peaked at $508K in Q1 2016.
  • 228 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.