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WFG Advisors’s Piedmont Realty Trust PDM Stock Holding History

WFG Advisors’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
2015
Q4 		– Sell
-2,052
Closed -$37K – 1643
2015
Q3 		$37K Hold
2,052
– – 0.01% 731
2015
Q2 		$36K Hold
2,052
– – 0.01% 817
2015
Q1 		$38K Hold
2,052
– – 0.01% 801
2014
Q4 		$39K Hold
2,052
– – 0.01% 981
2014
Q3 		$36K Hold
2,052
– – 0.01% 1034
2014
Q2 		$39K Hold
2,052
– – 0.01% 1012
2014
Q1 		$35K Buy
2,052
+103
+5% +$1.73K 0.01% 1045
2013
Q4 		$32K Sell
1,949
-220
-10% -$3.81K ﹤0.01% 1153
2013
Q3 		$38K Buy
2,169
+3
+0.1% +$54 0.01% 1029
2013
Q2 		$39K Buy
+2,166
New +$42.1K 0.01% 983

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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Shinko Asset Management Company
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WFG Advisors's PDM Position: Q4 2015 in Review

WFG Advisors sold out of Piedmont Realty Trust (PDM) in Q4 2015, closing a stake of 2,052 shares — an estimated $37K sold.

WFG Advisors first reported a position in PDM in Q2 2013 and held it in 10 quarters. The position peaked at $39K in Q4 2014. 214 funds tracked by Wall St. Rank hold PDM as of Q4 2015.

  • WFG Advisors reported no remaining Piedmont Realty Trust position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 2,052 Piedmont Realty Trust shares in Q4 2015, an estimated $37K.
  • WFG Advisors first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 10 quarters.
  • WFG Advisors's Piedmont Realty Trust position peaked at $39K in Q4 2014.
  • 214 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.