YWP
BDN

YorkBridge Wealth Partners’s Brandywine Realty Trust BDN Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-152
Closed -$3K – 754
2018
Q2 		$3K Hold
152
– – ﹤0.01% 722
2018
Q1 		$2K Hold
152
– – ﹤0.01% 760
2017
Q4 		$3K Buy
152
+63
+71% +$1.12K ﹤0.01% 743
2017
Q3 		$2K Hold
89
– – ﹤0.01% 768
2017
Q2 		$2K Hold
89
– – ﹤0.01% 765
2017
Q1 		$2K Buy
+89
New +$1.45K ﹤0.01% 749

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

YorkBridge Wealth Partners's BDN Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Brandywine Realty Trust (BDN) in Q3 2018, closing a stake of 152 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in BDN in Q1 2017 and held it in 6 quarters. The position peaked at $3K in Q2 2018. 273 funds tracked by Wall St. Rank hold BDN as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Brandywine Realty Trust position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 152 Brandywine Realty Trust shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Brandywine Realty Trust in Q1 2017 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Brandywine Realty Trust position peaked at $3K in Q2 2018.
  • 273 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.