OFW
BDN

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

Omnia 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
2018
Q4 		– Sell
-93
Closed -$1K – 564
2018
Q3 		$1K Hold
93
– – ﹤0.01% 527
2018
Q2 		$2K Hold
93
– – ﹤0.01% 405
2018
Q1 		$1K Hold
93
– – ﹤0.01% 527
2017
Q4 		$2K Hold
93
– – ﹤0.01% 414
2017
Q3 		$2K Sell
93
-239
-72% -$4.06K ﹤0.01% 433
2017
Q2 		$6K Hold
332
– – ﹤0.01% 348
2017
Q1 		$5K Hold
332
– – ﹤0.01% 363
2016
Q4 		$5K Buy
+332
New +$5.08K ﹤0.01% 363

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

Omnia Family Wealth's BDN Position: Q4 2018 in Review

Omnia Family Wealth sold out of Brandywine Realty Trust (BDN) in Q4 2018, closing a stake of 93 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in BDN in Q4 2016 and held it in 8 quarters. The position peaked at $6K in Q2 2017. 256 funds tracked by Wall St. Rank hold BDN as of Q4 2018.

  • Omnia Family Wealth reported no remaining Brandywine Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 93 Brandywine Realty Trust shares in Q4 2018, an estimated $1K.
  • Omnia Family Wealth first reported a position in Brandywine Realty Trust in Q4 2016 and held it in 8 quarters.
  • Omnia Family Wealth's Brandywine Realty Trust position peaked at $6K in Q2 2017.
  • 256 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.