Rikoon Group’s Brandywine Realty Trust BDN Stock Holding History

Rikoon 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
2020 Q3	–	Sell	-19,770	Closed	-$215K	–	214
2020 Q2	$215K	Sell	19,770 -12,330	-38%	-$127K	0.07%	199
2020 Q1	$338K	Sell	32,100 -750	-2%	-$10.6K	0.14%	130
2019 Q4	$517K	Hold	32,850	–	–	0.18%	125
2019 Q3	$498K	Sell	32,850 -1,500	-4%	-$21.9K	0.18%	118
2019 Q2	$492K	Sell	34,350 -1,500	-4%	-$22.9K	0.18%	116
2019 Q1	$569K	Hold	35,850	–	–	0.21%	108
2018 Q4	$461K	Sell	35,850 -3,040	-8%	-$43K	0.19%	117
2018 Q3	$611K	Hold	38,890	–	–	0.22%	108
2018 Q2	$656K	Sell	38,890 -4,000	-9%	-$64.1K	0.25%	95
2018 Q1	$661K	Sell	42,890 -2,600	-6%	-$43.3K	0.27%	96
2017 Q4	$827K	Sell	45,490 -1,000	-2%	-$17.7K	0.34%	83
2017 Q3	$813K	Hold	46,490	–	–	0.35%	83
2017 Q2	$814K	Sell	46,490 -2,695	-5%	-$46.3K	0.36%	77
2017 Q1	$835K	Sell	49,185 -8,100	-14%	-$132K	0.37%	75
2016 Q4	$941K	Sell	57,285 -3,540	-6%	-$54.2K	0.41%	72
2016 Q3	$950K	Buy	+60,825	New	+$991K	0.75%	47

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Rikoon Group's BDN Position: Q3 2020 in Review

Rikoon Group sold out of Brandywine Realty Trust (BDN) in Q3 2020, closing a stake of 19,770 shares — an estimated $215K sold.

Rikoon Group first reported a position in BDN in Q3 2016 and held it in 16 quarters. The position peaked at $950K in Q3 2016. 229 funds tracked by Wall St. Rank hold BDN as of Q3 2020.

Rikoon Group reported no remaining Brandywine Realty Trust position as of Q3 2020 after selling out during the quarter.
Rikoon Group sold 19,770 Brandywine Realty Trust shares in Q3 2020, an estimated $215K.
Rikoon Group first reported a position in Brandywine Realty Trust in Q3 2016 and held it in 16 quarters.
Rikoon Group's Brandywine Realty Trust position peaked at $950K in Q3 2016.
229 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2020.

Based on Rikoon Group's 13F filing for Q3 2020, filed 23 Oct 2020.