WPW
PDM

Waldron Private Wealth’s Piedmont Realty Trust PDM Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-13,352
Closed -$221K – 120
2013
Q4 		$221K Buy
+13,352
New +$231K 0.1% 102

Other funds holding PDM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Waldron Private Wealth's PDM Position: Q1 2014 in Review

Waldron Private Wealth sold out of Piedmont Realty Trust (PDM) in Q1 2014, closing a stake of 13,352 shares — an estimated $221K sold.

Waldron Private Wealth first reported a position in PDM in Q4 2013 and held it in 1 quarter. The position peaked at $221K in Q4 2013. 195 funds tracked by Wall St. Rank hold PDM as of Q1 2014.

  • Waldron Private Wealth reported no remaining Piedmont Realty Trust position as of Q1 2014 after selling out during the quarter.
  • Waldron Private Wealth sold 13,352 Piedmont Realty Trust shares in Q1 2014, an estimated $221K.
  • Waldron Private Wealth first reported a position in Piedmont Realty Trust in Q4 2013 and held it in 1 quarter.
  • Waldron Private Wealth's Piedmont Realty Trust position peaked at $221K in Q4 2013.
  • 195 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2014.

Based on Waldron Private Wealth's 13F filing for Q1 2014, filed 13 May 2014.