SFS
BDN

Sowell Financial Services’s Brandywine Realty Trust BDN Stock Holding History

Sowell Financial Services’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
-480
Closed -$5K – 2462
2020
Q1 		$5K Buy
480
+275
+134% +$3.88K ﹤0.01% 1803
2019
Q4 		$3K Buy
205
+95
+86% +$1.44K ﹤0.01% 2041
2019
Q3 		$2K Buy
+110
New +$1.61K ﹤0.01% 2042

Other funds holding BDN

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's BDN Position: Q2 2020 in Review

Sowell Financial Services sold out of Brandywine Realty Trust (BDN) in Q2 2020, closing a stake of 480 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in BDN in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q1 2020. 241 funds tracked by Wall St. Rank hold BDN as of Q2 2020.

  • Sowell Financial Services reported no remaining Brandywine Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 480 Brandywine Realty Trust shares in Q2 2020, an estimated $5K.
  • Sowell Financial Services first reported a position in Brandywine Realty Trust in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Brandywine Realty Trust position peaked at $5K in Q1 2020.
  • 241 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.