WAM
BDN

Wealthspire Advisors (Maryland)’s Brandywine Realty Trust BDN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-494
Closed -$8K – 621
2019
Q1 		$8K Buy
494
+106
+27% +$1.6K ﹤0.01% 1606
2018
Q4 		$5K Sell
388
-919
-70% -$13K ﹤0.01% 1709
2018
Q3 		$21K Sell
1,307
-1,144
-47% -$18.9K ﹤0.01% 1286
2018
Q2 		$41K Sell
2,451
-2,522
-51% -$40.4K ﹤0.01% 1054
2018
Q1 		$79K Sell
4,973
-28
-0.6% -$466 0.01% 799
2017
Q4 		$91K Sell
5,001
-244
-5% -$4.32K 0.01% 746
2017
Q3 		$92K Buy
5,245
+383
+8% +$6.51K 0.01% 745
2017
Q2 		$85K Buy
4,862
+4,847
+32,313% +$83.2K 0.01% 749
2017
Q1 		$0 Buy
+15
New +$244 ﹤0.01% 1919
2016
Q1 		– Sell
-71
Closed -$1K – 1746
2015
Q4 		$1K Buy
+71
New +$938 ﹤0.01% 1597

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BDN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Brandywine Realty Trust (BDN) in Q2 2019, closing a stake of 494 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in BDN in Q4 2015 and held it in 10 quarters. The position peaked at $92K in Q3 2017. 254 funds tracked by Wall St. Rank hold BDN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Brandywine Realty Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 494 Brandywine Realty Trust shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Brandywine Realty Trust in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Brandywine Realty Trust position peaked at $92K in Q3 2017.
  • 254 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.