AIA
BDN

Alera Investment Advisors’s Brandywine Realty Trust BDN Stock Holding History

Alera Investment Advisors’s Portfolio BDN Stock Details BDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-166
Closed -$3K – 175
2019
Q1 		$3K Buy
+166
New +$2.51K ﹤0.01% 712

Other funds holding BDN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alera Investment Advisors's BDN Position: Q2 2019 in Review

Alera Investment Advisors sold out of Brandywine Realty Trust (BDN) in Q2 2019, closing a stake of 166 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in BDN in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 254 funds tracked by Wall St. Rank hold BDN as of Q2 2019.

  • Alera Investment Advisors reported no remaining Brandywine Realty Trust position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 166 Brandywine Realty Trust shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Brandywine Realty Trust in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Brandywine Realty Trust position peaked at $3K in Q1 2019.
  • 254 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.