MWP
BDN

MYCIO Wealth Partners’s Brandywine Realty Trust BDN Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-669,897
Closed -$10.6M – 62
2019
Q4 		$10.6M Buy
669,897
+5,546
+0.8% +$83.8K 0.69% 23
2019
Q3 		$10.1M Buy
664,351
+2,797
+0.4% +$40.9K 0.75% 23
2019
Q2 		$9.47M Buy
661,554
+19,691
+3% +$301K 0.74% 22
2019
Q1 		$10.2M Buy
+641,863
New +$9.69M 0.84% 19
2018
Q4 		– Hold
0
– – – 22
2018
Q3 		– Hold
0
– – – 18
2018
Q2 		– Hold
0
– – – 17
2018
Q1 		– Hold
0
– – – 17
2017
Q4 		– Hold
0
– – – 18
2017
Q3 		– Hold
0
– – – 18
2017
Q2 		– Hold
0
– – – 18
2017
Q1 		– Hold
0
– – – 16
2016
Q4 		– Sell
-528,761
Closed -$8.1M – 15
2016
Q3 		$8.26M Hold
528,761
– – 1.36% 11
2016
Q2 		$8.88M Sell
528,761
-100,040
-16% -$1.53M 1.52% 11
2016
Q1 		$8.82M Hold
628,801
– – 1.57% 11
2015
Q4 		$8.59M Hold
628,801
– – 1.53% 11
2015
Q3 		$7.75M Hold
628,801
– – 1.59% 9
2015
Q2 		$8.35M Buy
628,801
+605,258
+2,571% +$8.76M 1.62% 9
2015
Q1 		$376K Hold
23,543
– – 0.08% 96
2014
Q4 		$376K Hold
23,543
– – 0.08% 98
2014
Q3 		$331K Hold
23,543
– – 0.08% 97
2014
Q2 		$367K Hold
23,543
– – 0.08% 93
2014
Q1 		$340K Hold
23,543
– – 0.08% 94
2013
Q4 		$332K Hold
23,543
– – 0.08% 101
2013
Q3 		$310K Buy
23,543
+4,027
+21% +$54.4K 0.08% 96
2013
Q2 		$264K Buy
+19,516
New +$285K 0.07% 101

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MYCIO Wealth Partners's BDN Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Brandywine Realty Trust (BDN) in Q1 2020, closing a stake of 669,897 shares — an estimated $10.6M sold.

MYCIO Wealth Partners first reported a position in BDN in Q2 2013 and held it in 18 quarters. The position peaked at $10.6M in Q4 2019. 241 funds tracked by Wall St. Rank hold BDN as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Brandywine Realty Trust position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 669,897 Brandywine Realty Trust shares in Q1 2020, an estimated $10.6M.
  • MYCIO Wealth Partners first reported a position in Brandywine Realty Trust in Q2 2013 and held it in 18 quarters.
  • MYCIO Wealth Partners's Brandywine Realty Trust position peaked at $10.6M in Q4 2019.
  • 241 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.