PMG
PDM

ProVise Management Group’s Piedmont Realty Trust PDM Stock Holding History

ProVise Management Group’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
Q2 		– Sell
-32,432
Closed -$604K – 303
2015
Q1 		$604K Sell
32,432
-5,725
-15% -$108K 0.13% 164
2014
Q4 		$719K Sell
38,157
-3,267
-8% -$61.5K 0.15% 150
2014
Q3 		$731K Sell
41,424
-625
-1% -$12K 0.16% 168
2014
Q2 		$796K Sell
42,049
-5,323
-11% -$97.6K 0.17% 153
2014
Q1 		$812K Sell
47,372
-4,676
-9% -$78.3K 0.2% 135
2013
Q4 		$860K Sell
52,048
-16,128
-24% -$279K 0.22% 127
2013
Q3 		$1.18M Sell
68,176
-4,999
-7% -$89.4K 0.34% 85
2013
Q2 		$1.31M Buy
+73,175
New +$1.42M 0.39% 74

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State Street
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Goldman Sachs
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