MFW
BDN

Mosaic Family Wealth’s Brandywine Realty Trust BDN Stock Holding History

Mosaic Family Wealth’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
-80
Closed -$1K – 700
2017
Q3 		$1K Buy
+80
New +$1.36K ﹤0.01% 868

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

Mosaic Family Wealth's BDN Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Brandywine Realty Trust (BDN) in Q4 2017, closing a stake of 80 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in BDN in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 262 funds tracked by Wall St. Rank hold BDN as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Brandywine Realty Trust position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 80 Brandywine Realty Trust shares in Q4 2017, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Brandywine Realty Trust in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Brandywine Realty Trust position peaked at $1K in Q3 2017.
  • 262 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.