RA
PDM

Rational Advisors’s Piedmont Realty Trust PDM Stock Holding History

Rational Advisors’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 		$805K Hold
45,000
– – 0.33% 110
2015
Q2 		$792K Sell
45,000
-10,000
-18% -$178K 0.25% 113
2015
Q1 		$1.02M Sell
55,000
-141,250
-72% -$2.66M 0.25% 121
2014
Q4 		$3.7M Buy
+196,250
New +$3.69M 0.73% 39

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 16.07% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Rational Advisors's PDM Position: Q3 2015 in Review

Rational Advisors held its Piedmont Realty Trust (PDM) position steady in Q3 2015 at 45,000 shares worth $805K. The position accounts for 0.33% of the portfolio, ranked #110.

Rational Advisors first reported a position in PDM in Q4 2014 and has held it in 4 quarters since. The position peaked at $3.7M in Q4 2014. 211 funds tracked by Wall St. Rank hold PDM as of Q3 2015.

  • Rational Advisors held 45,000 shares of Piedmont Realty Trust worth $805K as of Q3 2015.
  • Rational Advisors left its Piedmont Realty Trust share count unchanged in Q3 2015.
  • Piedmont Realty Trust made up 0.33% of Rational Advisors's portfolio in Q3 2015, its #110 holding.
  • Rational Advisors first reported a position in Piedmont Realty Trust in Q4 2014 and has held it in 4 quarters since.
  • Rational Advisors's Piedmont Realty Trust position peaked at $3.7M in Q4 2014.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2015.

Based on Rational Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.