LWA
BDN

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

Lenox 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
2020
Q2 		– Sell
-177
Closed -$2K – 601
2020
Q1 		$2K Hold
177
– – ﹤0.01% 562
2019
Q4 		$3K Hold
177
– – ﹤0.01% 531
2019
Q3 		$3K Buy
+177
New +$2.58K ﹤0.01% 439

Other funds holding BDN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Advisors's BDN Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q2 2020, closing a stake of 177 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in BDN in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 241 funds tracked by Wall St. Rank hold BDN as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 177 Brandywine Realty Trust shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Brandywine Realty Trust in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Brandywine Realty Trust position peaked at $3K in Q4 2019.
  • 241 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.