CWSR
BDN

Chessman Wealth Strategies RIA’s Brandywine Realty Trust BDN Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-2,350
Closed -$37K – 35
2018
Q3 		$37K Buy
+2,350
New +$38.8K 0.03% 70

Other funds holding BDN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Chessman Wealth Strategies RIA's BDN Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Brandywine Realty Trust (BDN) in Q4 2018, closing a stake of 2,350 shares — an estimated $37K sold.

Chessman Wealth Strategies RIA first reported a position in BDN in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 256 funds tracked by Wall St. Rank hold BDN as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Brandywine Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 2,350 Brandywine Realty Trust shares in Q4 2018, an estimated $37K.
  • Chessman Wealth Strategies RIA first reported a position in Brandywine Realty Trust in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Brandywine Realty Trust position peaked at $37K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.