Trutina Financial’s Piedmont Realty Trust PDM Stock Holding History

Trutina Financial’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	$252K	Sell	12,030 -770	-6%	-$15.5K	0.33%	50
2016 Q3	$279K	Hold	12,800	–	–	0.36%	49
2016 Q2	$276K	Hold	12,800	–	–	0.34%	55
2016 Q1	$260K	Hold	12,800	–	–	0.29%	58
2015 Q4	$242K	Hold	12,800	–	–	0.3%	57
2015 Q3	$229K	Hold	12,800	–	–	0.25%	56
2015 Q2	$225K	Hold	12,800	–	–	0.2%	57
2015 Q1	$238K	Hold	12,800	–	–	0.2%	60
2014 Q4	$241K	Hold	12,800	–	–	0.19%	49
2014 Q3	$226K	Hold	12,800	–	–	0.17%	55
2014 Q2	$242K	Sell	12,800 -16,000	-56%	-$293K	0.18%	59
2014 Q1	$494K	Buy	28,800 +16,000	+125%	+$268K	0.37%	45
2013 Q4	$211K	Hold	12,800	–	–	0.18%	67
2013 Q3	$222K	Hold	12,800	–	–	0.22%	53
2013 Q2	$229K	Buy	+12,800	New	+$249K	0.19%	65

Other funds holding PDM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Trutina Financial's PDM Position: Q4 2016 in Review

Trutina Financial reduced its Piedmont Realty Trust (PDM) stake by 6% in Q4 2016, selling an estimated $15.5K and leaving 12,030 shares worth $252K. The position accounts for 0.33% of the portfolio, ranked #50.

Trutina Financial first reported a position in PDM in Q2 2013 and has held it in 15 quarters since. The position peaked at $494K in Q1 2014. 228 funds tracked by Wall St. Rank hold PDM as of Q4 2016.

Trutina Financial held 12,030 shares of Piedmont Realty Trust worth $252K as of Q4 2016.
Trutina Financial sold 770 Piedmont Realty Trust shares in Q4 2016, an estimated $15.5K.
Piedmont Realty Trust made up 0.33% of Trutina Financial's portfolio in Q4 2016, its #50 holding.
Trutina Financial first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 15 quarters since.
Trutina Financial's Piedmont Realty Trust position peaked at $494K in Q1 2014.
228 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2016.

Based on Trutina Financial's 13F filing for Q4 2016, filed 31 Jan 2017.