CWM
BDN

Cornerstone Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

Cornerstone Wealth Management’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
-4,951
Closed -$278K – 409
2018
Q3 		$278K Buy
4,951
+393
+9% +$6.49K ﹤0.01% 1092
2018
Q2 		$271K Buy
+4,558
New +$73.1K ﹤0.01% 1229

Other funds holding BDN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Cornerstone Wealth Management's BDN Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Brandywine Realty Trust (BDN) in Q4 2018, closing a stake of 4,951 shares — an estimated $278K sold.

Cornerstone Wealth Management first reported a position in BDN in Q2 2018 and held it in 2 quarters. The position peaked at $278K in Q3 2018. 256 funds tracked by Wall St. Rank hold BDN as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Brandywine Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,951 Brandywine Realty Trust shares in Q4 2018, an estimated $278K.
  • Cornerstone Wealth Management first reported a position in Brandywine Realty Trust in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Brandywine Realty Trust position peaked at $278K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.