PSI
PDM

Pinnacle Summer Investments’s Piedmont Realty Trust PDM Stock Holding History

Pinnacle Summer Investments’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
2015
Q3 		– Sell
-606
Closed -$11K – 1035
2015
Q2 		$11K Buy
+606
New +$10.8K ﹤0.01% 530
2013
Q3 		– Sell
-332
Closed -$6K – 968
2013
Q2 		$6K Buy
+332
New +$6.46K ﹤0.01% 680

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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Summer Investments's PDM Position: Q3 2015 in Review

Pinnacle Summer Investments sold out of Piedmont Realty Trust (PDM) in Q3 2015, closing a stake of 606 shares — an estimated $11K sold.

Pinnacle Summer Investments first reported a position in PDM in Q2 2013 and held it in 2 quarters. The position peaked at $11K in Q2 2015. 211 funds tracked by Wall St. Rank hold PDM as of Q3 2015.

  • Pinnacle Summer Investments reported no remaining Piedmont Realty Trust position as of Q3 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 606 Piedmont Realty Trust shares in Q3 2015, an estimated $11K.
  • Pinnacle Summer Investments first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 2 quarters.
  • Pinnacle Summer Investments's Piedmont Realty Trust position peaked at $11K in Q2 2015.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2015.

Based on Pinnacle Summer Investments's 13F filing for Q3 2015, filed 2 Nov 2015.