U
PDM

UBS’s Piedmont Realty Trust PDM Stock Holding History

UBS’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 		$761K Sell
43,165
-23,402
-35% -$449K ﹤0.01% 3850
2014
Q2 		$1.26M Buy
66,567
+5,432
+9% +$99.6K ﹤0.01% 3333
2014
Q1 		$1.05M Sell
61,135
-8,579
-12% -$144K ﹤0.01% 3443
2013
Q4 		$1.15M Buy
69,714
+12,420
+22% +$215K ﹤0.01% 3381
2013
Q3 		$995K Sell
57,294
-66,698
-54% -$1.19M ﹤0.01% 3341
2013
Q2 		$2.22M Buy
+123,992
New +$2.41M ﹤0.01% 2434

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 16.26% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 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 18.14% 1-Year Est. Return

UBS's PDM Position: Q3 2014 in Review

UBS reduced its Piedmont Realty Trust (PDM) stake by 35% in Q3 2014, selling an estimated $449K and leaving 43,165 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

UBS first reported a position in PDM in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.22M in Q2 2013. 193 funds tracked by Wall St. Rank hold PDM as of Q3 2014.

  • UBS held 43,165 shares of Piedmont Realty Trust worth $761K as of Q3 2014.
  • UBS sold 23,402 Piedmont Realty Trust shares in Q3 2014, an estimated $449K.
  • Piedmont Realty Trust made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3850 holding.
  • UBS first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 6 quarters since.
  • UBS's Piedmont Realty Trust position peaked at $2.22M in Q2 2013.
  • 193 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.