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Windsor Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Windsor Capital Management’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
-5,116
Closed -$85K – 237
2013
Q4 		$85K Buy
5,116
+60
+1% +$1.04K 0.05% 133
2013
Q3 		$88K Buy
+5,056
New +$90.4K 0.05% 127

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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $3.8B AUM 23.19% 1-Year Est. Return

Windsor Capital Management's PDM Position: Q1 2014 in Review

Windsor Capital Management sold out of Piedmont Realty Trust (PDM) in Q1 2014, closing a stake of 5,116 shares — an estimated $85K sold.

Windsor Capital Management first reported a position in PDM in Q3 2013 and held it in 2 quarters. The position peaked at $88K in Q3 2013. 195 funds tracked by Wall St. Rank hold PDM as of Q1 2014.

  • Windsor Capital Management reported no remaining Piedmont Realty Trust position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 5,116 Piedmont Realty Trust shares in Q1 2014, an estimated $85K.
  • Windsor Capital Management first reported a position in Piedmont Realty Trust in Q3 2013 and held it in 2 quarters.
  • Windsor Capital Management's Piedmont Realty Trust position peaked at $88K in Q3 2013.
  • 195 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.