LWM
BDN

Liberty Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

Liberty Wealth Management’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
2019
Q3 		– Sell
-114
Closed -$2K – 872
2019
Q2 		$2K Buy
+114
New +$1.74K ﹤0.01% 747
2019
Q1 		– Sell
-314
Closed -$4K – 738
2018
Q4 		$4K Buy
+314
New +$4.44K ﹤0.01% 572

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Liberty Wealth Management's BDN Position: Q3 2019 in Review

Liberty Wealth Management sold out of Brandywine Realty Trust (BDN) in Q3 2019, closing a stake of 114 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in BDN in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2018. 246 funds tracked by Wall St. Rank hold BDN as of Q3 2019.

  • Liberty Wealth Management reported no remaining Brandywine Realty Trust position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 114 Brandywine Realty Trust shares in Q3 2019, an estimated $2K.
  • Liberty Wealth Management first reported a position in Brandywine Realty Trust in Q4 2018 and held it in 2 quarters.
  • Liberty Wealth Management's Brandywine Realty Trust position peaked at $4K in Q4 2018.
  • 246 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.