JIR
BDN

James Investment Research’s Brandywine Realty Trust BDN Stock Holding History

James Investment Research’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
Q4 		– Sell
-2,000
Closed -$35K – 768
2017
Q3 		$35K Sell
2,000
-84,290
-98% -$1.43M ﹤0.01% 656
2017
Q2 		$1.51M Sell
86,290
-239,996
-74% -$4.12M 0.05% 263
2017
Q1 		$5.3M Sell
326,286
-362,277
-53% -$5.9M 0.15% 134
2016
Q4 		$11.4M Sell
688,563
-117,086
-15% -$1.79M 0.29% 116
2016
Q3 		$12.6M Buy
805,649
+161,514
+25% +$2.63M 0.33% 99
2016
Q2 		$10.8M Buy
+644,135
New +$9.82M 0.27% 106

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

James Investment Research's BDN Position: Q4 2017 in Review

James Investment Research sold out of Brandywine Realty Trust (BDN) in Q4 2017, closing a stake of 2,000 shares — an estimated $35K sold.

James Investment Research first reported a position in BDN in Q2 2016 and held it in 6 quarters. The position peaked at $12.6M in Q3 2016. 262 funds tracked by Wall St. Rank hold BDN as of Q4 2017.

  • James Investment Research reported no remaining Brandywine Realty Trust position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 2,000 Brandywine Realty Trust shares in Q4 2017, an estimated $35K.
  • James Investment Research first reported a position in Brandywine Realty Trust in Q2 2016 and held it in 6 quarters.
  • James Investment Research's Brandywine Realty Trust position peaked at $12.6M in Q3 2016.
  • 262 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.