TAM
PDM

Tocqueville Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Tocqueville Asset Management’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
-2,088
Closed -$40K – 1153
2014
Q2 		$40K Hold
2,088
– – ﹤0.01% 1352
2014
Q1 		$36K Hold
2,088
– – ﹤0.01% 1073
2013
Q4 		$34K Buy
+2,088
New +$36.1K ﹤0.01% 1096

Other funds holding PDM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.38B AUM 4.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Tocqueville Asset Management's PDM Position: Q3 2014 in Review

Tocqueville Asset Management sold out of Piedmont Realty Trust (PDM) in Q3 2014, closing a stake of 2,088 shares — an estimated $40K sold.

Tocqueville Asset Management first reported a position in PDM in Q4 2013 and held it in 3 quarters. The position peaked at $40K in Q2 2014. 193 funds tracked by Wall St. Rank hold PDM as of Q3 2014.

  • Tocqueville Asset Management reported no remaining Piedmont Realty Trust position as of Q3 2014 after selling out during the quarter.
  • Tocqueville Asset Management sold 2,088 Piedmont Realty Trust shares in Q3 2014, an estimated $40K.
  • Tocqueville Asset Management first reported a position in Piedmont Realty Trust in Q4 2013 and held it in 3 quarters.
  • Tocqueville Asset Management's Piedmont Realty Trust position peaked at $40K in Q2 2014.
  • 193 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2014.

Based on Tocqueville Asset Management's 13F filing for Q3 2014, filed 30 Oct 2014.