PA
PDM

Pinnacle Associates’s Piedmont Realty Trust PDM Stock Holding History

Pinnacle Associates’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
-10,116
Closed -$192K – 633
2014
Q2 		$192K Hold
10,116
– – ﹤0.01% 580
2014
Q1 		$173K Hold
10,116
– – ﹤0.01% 575
2013
Q4 		$167K Hold
10,116
– – ﹤0.01% 572
2013
Q3 		$176K Hold
10,116
– – ﹤0.01% 550
2013
Q2 		$181K Buy
+10,116
New +$197K ﹤0.01% 527

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

Pinnacle Associates's PDM Position: Q3 2014 in Review

Pinnacle Associates sold out of Piedmont Realty Trust (PDM) in Q3 2014, closing a stake of 10,116 shares — an estimated $192K sold.

Pinnacle Associates first reported a position in PDM in Q2 2013 and held it in 5 quarters. The position peaked at $192K in Q2 2014. 193 funds tracked by Wall St. Rank hold PDM as of Q3 2014.

  • Pinnacle Associates reported no remaining Piedmont Realty Trust position as of Q3 2014 after selling out during the quarter.
  • Pinnacle Associates sold 10,116 Piedmont Realty Trust shares in Q3 2014, an estimated $192K.
  • Pinnacle Associates first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 5 quarters.
  • Pinnacle Associates's Piedmont Realty Trust position peaked at $192K in Q2 2014.
  • 193 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2014.

Based on Pinnacle Associates's 13F filing for Q3 2014, filed 12 Nov 2014.