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

EP 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
2017
Q4 		– Sell
-10,040
Closed -$106K – 196
2017
Q3 		$106K Hold
10,040
– – 0.01% 177
2017
Q2 		$148K Buy
+10,040
New +$139K 0.02% 177

Other funds holding BKD

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EP Wealth Advisors's BKD Position: Q4 2017 in Review

EP Wealth Advisors sold out of Brookdale Senior Living (BKD) in Q4 2017, closing a stake of 10,040 shares — an estimated $106K sold.

EP Wealth Advisors first reported a position in BKD in Q2 2017 and held it in 2 quarters. The position peaked at $148K in Q2 2017. 212 funds tracked by Wall St. Rank hold BKD as of Q4 2017.

  • EP Wealth Advisors reported no remaining Brookdale Senior Living position as of Q4 2017 after selling out during the quarter.
  • EP Wealth Advisors sold 10,040 Brookdale Senior Living shares in Q4 2017, an estimated $106K.
  • EP Wealth Advisors first reported a position in Brookdale Senior Living in Q2 2017 and held it in 2 quarters.
  • EP Wealth Advisors's Brookdale Senior Living position peaked at $148K in Q2 2017.
  • 212 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2017.

Based on EP Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.