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First Citizens Bank & Trust’s Brookdale Senior Living BKD Stock Holding History

First Citizens Bank & Trust’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
2013
Q4 		– Sell
-9,363
Closed -$246K – 385
2013
Q3 		$246K Buy
9,363
+397
+4% +$10.9K 0.01% 976
2013
Q2 		$237K Buy
+8,966
New +$247K 0.01% 946

Other funds holding BKD

FIG
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

First Citizens Bank & Trust's BKD Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of Brookdale Senior Living (BKD) in Q4 2013, closing a stake of 9,363 shares — an estimated $246K sold.

First Citizens Bank & Trust first reported a position in BKD in Q2 2013 and held it in 2 quarters. The position peaked at $246K in Q3 2013. 170 funds tracked by Wall St. Rank hold BKD as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining Brookdale Senior Living position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 9,363 Brookdale Senior Living shares in Q4 2013, an estimated $246K.
  • First Citizens Bank & Trust first reported a position in Brookdale Senior Living in Q2 2013 and held it in 2 quarters.
  • First Citizens Bank & Trust's Brookdale Senior Living position peaked at $246K in Q3 2013.
  • 170 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.