IWMPD
BDN

Integrated Wealth Management (Palm Desert)’s Brandywine Realty Trust BDN Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q1 		– Sell
-410
Closed -$6K – 1206
2015
Q4 		$6K Hold
410
– – ﹤0.01% 880
2015
Q3 		$5K Hold
410
– – ﹤0.01% 927
2015
Q2 		$5K Hold
410
– – ﹤0.01% 950
2015
Q1 		$6K Buy
+410
New +$6.6K ﹤0.01% 881

Other funds holding BDN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BDN Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Brandywine Realty Trust (BDN) in Q1 2016, closing a stake of 410 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BDN in Q1 2015 and held it in 4 quarters. The position peaked at $6K in Q4 2015. 234 funds tracked by Wall St. Rank hold BDN as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Brandywine Realty Trust position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 410 Brandywine Realty Trust shares in Q1 2016, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Brandywine Realty Trust in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Brandywine Realty Trust position peaked at $6K in Q4 2015.
  • 234 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.