WEC
PDM

Winslow Evans & Crocker’s Piedmont Realty Trust PDM Stock Holding History

Winslow Evans & Crocker’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
Q2 		– Sell
-138
Closed -$2.37K – 1326
2014
Q1 		$2.37K Hold
138
– – ﹤0.01% 1147
2013
Q4 		$2K Buy
+138
New +$2.39K ﹤0.01% 1296

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 16.07% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winslow Evans & Crocker's PDM Position: Q2 2014 in Review

Winslow Evans & Crocker sold out of Piedmont Realty Trust (PDM) in Q2 2014, closing a stake of 138 shares — an estimated $2.37K sold.

Winslow Evans & Crocker first reported a position in PDM in Q4 2013 and held it in 2 quarters. The position peaked at $2.37K in Q1 2014. 195 funds tracked by Wall St. Rank hold PDM as of Q2 2014.

  • Winslow Evans & Crocker reported no remaining Piedmont Realty Trust position as of Q2 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 138 Piedmont Realty Trust shares in Q2 2014, an estimated $2.37K.
  • Winslow Evans & Crocker first reported a position in Piedmont Realty Trust in Q4 2013 and held it in 2 quarters.
  • Winslow Evans & Crocker's Piedmont Realty Trust position peaked at $2.37K in Q1 2014.
  • 195 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2014.

Based on Winslow Evans & Crocker's 13F filing for Q2 2014, filed 16 Jul 2014.