Howe & Rusling’s Brandywine Realty Trust BDN Stock Holding History

Howe & Rusling’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
2017 Q3	–	Sell	-500	Closed	-$9K	–	884
2017 Q2	$9K	Hold	500	–	–	﹤0.01%	503
2017 Q1	$8K	Hold	500	–	–	﹤0.01%	550
2016 Q4	$8K	Hold	500	–	–	﹤0.01%	548
2016 Q3	$8K	Hold	500	–	–	﹤0.01%	558
2016 Q2	$8K	Hold	500	–	–	﹤0.01%	522
2016 Q1	$7K	Hold	500	–	–	﹤0.01%	589
2015 Q4	$7K	Hold	500	–	–	﹤0.01%	564
2015 Q3	$6K	Hold	500	–	–	﹤0.01%	594
2015 Q2	$7K	Hold	500	–	–	﹤0.01%	571
2015 Q1	$8K	Hold	500	–	–	﹤0.01%	522
2014 Q4	$8K	Hold	500	–	–	﹤0.01%	533
2014 Q3	$7K	Hold	500	–	–	﹤0.01%	538
2014 Q2	$8K	Hold	500	–	–	﹤0.01%	525
2014 Q1	$7K	Hold	500	–	–	﹤0.01%	609
2013 Q4	$7K	Hold	500	–	–	﹤0.01%	535
2013 Q3	$7K	Hold	500	–	–	﹤0.01%	642
2013 Q2	$7K	Buy	+500	New	+$7.29K	﹤0.01%	655

Other funds holding BDN

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return