RWP
BDN

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

RWA 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
2018
Q3 		– Sell
-8,130
Closed -$137K – 276
2018
Q2 		$137K Sell
8,130
-1,246
-13% -$20K 0.02% 276
2018
Q1 		$149K Buy
+9,376
New +$156K 0.02% 223
2017
Q4 		– Sell
-10,385
Closed -$182K – 234
2017
Q3 		$182K Buy
+10,385
New +$177K 0.02% 233

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RWA Wealth Partners's BDN Position: Q3 2018 in Review

RWA Wealth Partners sold out of Brandywine Realty Trust (BDN) in Q3 2018, closing a stake of 8,130 shares — an estimated $137K sold.

RWA Wealth Partners first reported a position in BDN in Q3 2017 and held it in 3 quarters. The position peaked at $182K in Q3 2017. 273 funds tracked by Wall St. Rank hold BDN as of Q3 2018.

  • RWA Wealth Partners reported no remaining Brandywine Realty Trust position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 8,130 Brandywine Realty Trust shares in Q3 2018, an estimated $137K.
  • RWA Wealth Partners first reported a position in Brandywine Realty Trust in Q3 2017 and held it in 3 quarters.
  • RWA Wealth Partners's Brandywine Realty Trust position peaked at $182K in Q3 2017.
  • 273 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.