IPC
BDN

Independent Portfolio Consultants’s Brandywine Realty Trust BDN Stock Holding History

Independent Portfolio Consultants’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
Q2 		$92K Sell
5,246
-2,494
-32% -$42.8K 0.04% 421
2017
Q1 		$126K Sell
7,740
-740
-9% -$12.1K 0.04% 402
2016
Q4 		$140K Sell
8,480
-2,800
-25% -$42.9K 0.05% 381
2016
Q3 		$176K Sell
11,280
-655
-5% -$10.7K 0.06% 358
2016
Q2 		$201K Buy
11,935
+30
+0.3% +$457 0.06% 327
2016
Q1 		$167K Buy
11,905
+565
+5% +$7.24K 0.05% 381
2015
Q4 		$155K Sell
11,340
-1,840
-14% -$24.3K 0.05% 371
2015
Q3 		$162K Buy
13,180
+340
+3% +$4.43K 0.04% 378
2015
Q2 		$171K Buy
12,840
+335
+3% +$4.85K 0.03% 391
2015
Q1 		$200K Buy
12,505
+1,205
+11% +$19.4K 0.04% 360
2014
Q4 		$181K Sell
11,300
-23,415
-67% -$356K 0.04% 391
2014
Q3 		$488K Sell
34,715
-2,375
-6% -$36.8K 0.13% 226
2014
Q2 		$579K Sell
37,090
-410
-1% -$6.17K 0.16% 191
2014
Q1 		$542K Sell
37,500
-1,320
-3% -$18.8K 0.17% 197
2013
Q4 		$547K Sell
38,820
-1,400
-3% -$19K 0.19% 189
2013
Q3 		$530K Sell
40,220
-715
-2% -$9.65K 0.21% 188
2013
Q2 		$553K Buy
+40,935
New +$597K 0.25% 152

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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Independent Portfolio Consultants's BDN Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Brandywine Realty Trust (BDN) stake by 32% in Q2 2017, selling an estimated $42.8K and leaving 5,246 shares worth $92K. The position accounts for 0.04% of the portfolio, ranked #421.

Independent Portfolio Consultants first reported a position in BDN in Q2 2013 and has held it in 17 quarters since. The position peaked at $579K in Q2 2014. 240 funds tracked by Wall St. Rank hold BDN as of Q2 2017.

  • Independent Portfolio Consultants held 5,246 shares of Brandywine Realty Trust worth $92K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,494 Brandywine Realty Trust shares in Q2 2017, an estimated $42.8K.
  • Brandywine Realty Trust made up 0.04% of Independent Portfolio Consultants's portfolio in Q2 2017, its #421 holding.
  • Independent Portfolio Consultants first reported a position in Brandywine Realty Trust in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Brandywine Realty Trust position peaked at $579K in Q2 2014.
  • 240 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.