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Arete Wealth Advisors’s Brookdale Senior Living BKD Stock Holding History

Arete Wealth Advisors’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-6,583
Closed -$228K – 130
2015
Q2 		$228K Hold
6,583
– – 0.15% 118
2015
Q1 		$249K Hold
6,583
– – 0.16% 120
2014
Q4 		$241K Hold
6,583
– – 0.17% 110
2014
Q3 		$212K Buy
+6,583
New +$224K 0.16% 107

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JP
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arete Wealth Advisors's BKD Position: Q3 2015 in Review

Arete Wealth Advisors sold out of Brookdale Senior Living (BKD) in Q3 2015, closing a stake of 6,583 shares — an estimated $228K sold.

Arete Wealth Advisors first reported a position in BKD in Q3 2014 and held it in 4 quarters. The position peaked at $249K in Q1 2015. 251 funds tracked by Wall St. Rank hold BKD as of Q3 2015.

  • Arete Wealth Advisors reported no remaining Brookdale Senior Living position as of Q3 2015 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,583 Brookdale Senior Living shares in Q3 2015, an estimated $228K.
  • Arete Wealth Advisors first reported a position in Brookdale Senior Living in Q3 2014 and held it in 4 quarters.
  • Arete Wealth Advisors's Brookdale Senior Living position peaked at $249K in Q1 2015.
  • 251 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2015.

Based on Arete Wealth Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.