STA
BDN

Summit Trail Advisors’s Brandywine Realty Trust BDN Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-845
Closed -$15K – 553
2017
Q4 		$15K Buy
+845
New +$15K ﹤0.01% 1115

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Trail Advisors's BDN Position: Q1 2018 in Review

Summit Trail Advisors sold out of Brandywine Realty Trust (BDN) in Q1 2018, closing a stake of 845 shares — an estimated $15K sold.

Summit Trail Advisors first reported a position in BDN in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 257 funds tracked by Wall St. Rank hold BDN as of Q1 2018.

  • Summit Trail Advisors reported no remaining Brandywine Realty Trust position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 845 Brandywine Realty Trust shares in Q1 2018, an estimated $15K.
  • Summit Trail Advisors first reported a position in Brandywine Realty Trust in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Brandywine Realty Trust position peaked at $15K in Q4 2017.
  • 257 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.