TIM
PDM

Tortoise Investment Management’s Piedmont Realty Trust PDM Stock Holding History

Tortoise Investment 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
2016
Q4 		– Sell
-440
Closed -$10K – 499
2016
Q3 		$10K Buy
+440
New +$9.45K ﹤0.01% 317

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tortoise Investment Management's PDM Position: Q4 2016 in Review

Tortoise Investment Management sold out of Piedmont Realty Trust (PDM) in Q4 2016, closing a stake of 440 shares — an estimated $10K sold.

Tortoise Investment Management first reported a position in PDM in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 228 funds tracked by Wall St. Rank hold PDM as of Q4 2016.

  • Tortoise Investment Management reported no remaining Piedmont Realty Trust position as of Q4 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 440 Piedmont Realty Trust shares in Q4 2016, an estimated $10K.
  • Tortoise Investment Management first reported a position in Piedmont Realty Trust in Q3 2016 and held it in 1 quarter.
  • Tortoise Investment Management's Piedmont Realty Trust position peaked at $10K in Q3 2016.
  • 228 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2016.

Based on Tortoise Investment Management's 13F filing for Q4 2016, filed 16 Feb 2017.