Waverly Advisors’s Brandywine Realty Trust BDN Stock Holding History

Waverly 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
2015 Q2	–	Sell	-121	Closed	-$2K	–	358
2015 Q1	$2K	Buy	+121	New	+$1.95K	﹤0.01%	321
2014 Q2	–	Sell	-180	Closed	-$3K	–	722
2014 Q1	$3K	Hold	180	–	–	﹤0.01%	617
2013 Q4	$3K	Buy	+180	New	+$2.44K	﹤0.01%	733

Other funds holding BDN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverly Advisors's BDN Position: Q2 2015 in Review

Waverly Advisors sold out of Brandywine Realty Trust (BDN) in Q2 2015, closing a stake of 121 shares — an estimated $2K sold.

Waverly Advisors first reported a position in BDN in Q4 2013 and held it in 3 quarters. The position peaked at $3K in Q1 2014. 227 funds tracked by Wall St. Rank hold BDN as of Q2 2015.

Waverly Advisors reported no remaining Brandywine Realty Trust position as of Q2 2015 after selling out during the quarter.
Waverly Advisors sold 121 Brandywine Realty Trust shares in Q2 2015, an estimated $2K.
Waverly Advisors first reported a position in Brandywine Realty Trust in Q4 2013 and held it in 3 quarters.
Waverly Advisors's Brandywine Realty Trust position peaked at $3K in Q1 2014.
227 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2015.

Based on Waverly Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.