Convergence Investment Partners’s Brookdale Senior Living BKD Stock Holding History

Convergence Investment Partners’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
2019 Q1	–	Sell	-43,231	Closed	-$290K	–	313
2018 Q4	$290K	Buy	+43,231	New	+$363K	0.07%	255
2018 Q2	–	Sell	-2,143	Closed	-$14K	–	381
2018 Q1	$14K	Buy	+2,143	New	+$18.1K	﹤0.01%	647
2016 Q4	–	Sell	-24,493	Closed	-$427K	–	319
2016 Q3	$427K	Buy	+24,493	New	+$422K	0.06%	296

Other funds holding BKD

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Investment Partners's BKD Position: Q1 2019 in Review

Convergence Investment Partners sold out of Brookdale Senior Living (BKD) in Q1 2019, closing a stake of 43,231 shares — an estimated $290K sold.

Convergence Investment Partners first reported a position in BKD in Q3 2016 and held it in 3 quarters. The position peaked at $427K in Q3 2016. 189 funds tracked by Wall St. Rank hold BKD as of Q1 2019.

Convergence Investment Partners reported no remaining Brookdale Senior Living position as of Q1 2019 after selling out during the quarter.
Convergence Investment Partners sold 43,231 Brookdale Senior Living shares in Q1 2019, an estimated $290K.
Convergence Investment Partners first reported a position in Brookdale Senior Living in Q3 2016 and held it in 3 quarters.
Convergence Investment Partners's Brookdale Senior Living position peaked at $427K in Q3 2016.
189 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2019.

Based on Convergence Investment Partners's 13F filing for Q1 2019, filed 1 May 2019.