JFS Wealth Advisors’s Brandywine Realty Trust BDN Stock Holding History

JFS Wealth Advisors’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 Q2	–	Sell	-4,000	Closed	-$64K	–	467
2018 Q1	$64K	Hold	4,000	–	–	0.02%	228
2017 Q4	$73K	Hold	4,000	–	–	0.02%	223
2017 Q3	$70K	Hold	4,000	–	–	0.02%	210
2017 Q2	$70K	Hold	4,000	–	–	0.02%	199
2017 Q1	$66K	Hold	4,000	–	–	0.02%	201
2016 Q4	$66K	Hold	4,000	–	–	0.02%	201
2016 Q3	$62K	Hold	4,000	–	–	0.02%	218
2016 Q2	$67K	Hold	4,000	–	–	0.02%	230
2016 Q1	$56K	Hold	4,000	–	–	0.02%	224
2015 Q4	$55K	Hold	4,000	–	–	0.02%	240
2015 Q3	$49K	Buy	+4,000	New	+$52.2K	0.02%	214

Other funds holding BDN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JFS Wealth Advisors's BDN Position: Q2 2018 in Review

JFS Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q2 2018, closing a stake of 4,000 shares — an estimated $64K sold.

JFS Wealth Advisors first reported a position in BDN in Q3 2015 and held it in 11 quarters. The position peaked at $73K in Q4 2017. 266 funds tracked by Wall St. Rank hold BDN as of Q2 2018.

JFS Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q2 2018 after selling out during the quarter.
JFS Wealth Advisors sold 4,000 Brandywine Realty Trust shares in Q2 2018, an estimated $64K.
JFS Wealth Advisors first reported a position in Brandywine Realty Trust in Q3 2015 and held it in 11 quarters.
JFS Wealth Advisors's Brandywine Realty Trust position peaked at $73K in Q4 2017.
266 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2018.

Based on JFS Wealth Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.