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

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ProVise Management Group's PDM Position: Q2 2015 in Review

ProVise Management Group sold out of Piedmont Realty Trust (PDM) in Q2 2015, closing a stake of 32,432 shares — an estimated $604K sold.

ProVise Management Group first reported a position in PDM in Q2 2013 and held it in 8 quarters. The position peaked at $1.31M in Q2 2013. 219 funds tracked by Wall St. Rank hold PDM as of Q2 2015.

ProVise Management Group reported no remaining Piedmont Realty Trust position as of Q2 2015 after selling out during the quarter.
ProVise Management Group sold 32,432 Piedmont Realty Trust shares in Q2 2015, an estimated $604K.
ProVise Management Group first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 8 quarters.
ProVise Management Group's Piedmont Realty Trust position peaked at $1.31M in Q2 2013.
219 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2015.

Based on ProVise Management Group's 13F filing for Q2 2015, filed 11 Aug 2015.