VWM
BDN

Valley Wealth Managers’s Brandywine Realty Trust BDN Stock Holding History

Valley Wealth Managers’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
2017
Q2 		– Sell
-1,000
Closed -$16K – 131
2017
Q1 		$16K Buy
+1,000
New +$16.3K ﹤0.01% 165

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Valley Wealth Managers's BDN Position: Q2 2017 in Review

Valley Wealth Managers sold out of Brandywine Realty Trust (BDN) in Q2 2017, closing a stake of 1,000 shares — an estimated $16K sold.

Valley Wealth Managers first reported a position in BDN in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 240 funds tracked by Wall St. Rank hold BDN as of Q2 2017.

  • Valley Wealth Managers reported no remaining Brandywine Realty Trust position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 1,000 Brandywine Realty Trust shares in Q2 2017, an estimated $16K.
  • Valley Wealth Managers first reported a position in Brandywine Realty Trust in Q1 2017 and held it in 1 quarter.
  • Valley Wealth Managers's Brandywine Realty Trust position peaked at $16K in Q1 2017.
  • 240 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.