NewSquare Capital’s Brandywine Realty Trust BDN Stock Holding History

NewSquare Capital’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	-4,911	Closed	-$52K	–	372
2020 Q1	$52K	Buy	+4,911	New	+$69.2K	0.01%	174
2019 Q3	–	Sell	-4,911	Closed	-$70K	–	280
2019 Q2	$70K	Buy	4,911 +2,404	+96%	+$36.7K	0.01%	153
2019 Q1	$40K	Hold	2,507	–	–	0.01%	176
2018 Q4	$32K	Hold	2,507	–	–	0.01%	174
2018 Q3	$39K	Hold	2,507	–	–	0.01%	179
2018 Q2	$41K	Hold	2,507	–	–	0.01%	181
2018 Q1	$40K	Hold	2,507	–	–	0.01%	167
2017 Q4	$46K	Hold	2,507	–	–	0.01%	159
2017 Q3	$44K	Buy	+2,507	New	+$42.6K	0.01%	139

Other funds holding BDN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewSquare Capital's BDN Position: Q2 2020 in Review

NewSquare Capital sold out of Brandywine Realty Trust (BDN) in Q2 2020, closing a stake of 4,911 shares — an estimated $52K sold.

NewSquare Capital first reported a position in BDN in Q3 2017 and held it in 9 quarters. The position peaked at $70K in Q2 2019. 241 funds tracked by Wall St. Rank hold BDN as of Q2 2020.

NewSquare Capital reported no remaining Brandywine Realty Trust position as of Q2 2020 after selling out during the quarter.
NewSquare Capital sold 4,911 Brandywine Realty Trust shares in Q2 2020, an estimated $52K.
NewSquare Capital first reported a position in Brandywine Realty Trust in Q3 2017 and held it in 9 quarters.
NewSquare Capital's Brandywine Realty Trust position peaked at $70K in Q2 2019.
241 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2020.

Based on NewSquare Capital's 13F filing for Q2 2020, filed 5 Aug 2020.