PAS
PDM icon

Partnervest Advisory Services’s Piedmont Realty Trust PDM Stock Holding History

Partnervest Advisory 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
2014
Q3 		– Sell
-67
Closed -$1K – 604
2014
Q2 		$1K Sell
67
-18
-21% -$330 ﹤0.01% 1008
2014
Q1 		$1K Hold
85
– – ﹤0.01% 992
2013
Q4 		$1K Sell
85
-20
-19% -$346 ﹤0.01% 963
2013
Q3 		$2K Hold
105
– – ﹤0.01% 946
2013
Q2 		$2K Buy
+105
New +$2.04K ﹤0.01% 879

Other funds holding PDM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
American Century Companies
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
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Partnervest Advisory Services's PDM Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Piedmont Realty Trust (PDM) in Q3 2014, closing a stake of 67 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in PDM in Q2 2013 and held it in 5 quarters. The position peaked at $2K in Q3 2013. 193 funds tracked by Wall St. Rank hold PDM as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Piedmont Realty Trust position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 67 Piedmont Realty Trust shares in Q3 2014, an estimated $1K.
  • Partnervest Advisory Services first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Piedmont Realty Trust position peaked at $2K in Q3 2013.
  • 193 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.