WA
PDM

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 $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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