MWPCG
BDN

Measured Wealth Private Client Group’s Brandywine Realty Trust BDN Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-1,550
Closed -$24K – 164
2018
Q3 		$24K Buy
+1,550
New +$25.6K 0.01% 495

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Measured Wealth Private Client Group's BDN Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Brandywine Realty Trust (BDN) in Q4 2018, closing a stake of 1,550 shares — an estimated $24K sold.

Measured Wealth Private Client Group first reported a position in BDN in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 256 funds tracked by Wall St. Rank hold BDN as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Brandywine Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,550 Brandywine Realty Trust shares in Q4 2018, an estimated $24K.
  • Measured Wealth Private Client Group first reported a position in Brandywine Realty Trust in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Brandywine Realty Trust position peaked at $24K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.