Geneos Wealth Management’s Brookdale Senior Living BKD Stock Holding History

Geneos Wealth Management’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 Q2	–	Sell	-77	Closed	-$1K	–	2075
2017 Q1	$1K	Buy	+77	New	+$1.09K	﹤0.01%	1961
2016 Q4	–	Sell	-77	Closed	-$1K	–	2051
2016 Q3	$1K	Buy	+77	New	+$1.33K	﹤0.01%	1855

Other funds holding BKD

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

GCM

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

CCM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geneos Wealth Management's BKD Position: Q2 2017 in Review

Geneos Wealth Management sold out of Brookdale Senior Living (BKD) in Q2 2017, closing a stake of 77 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in BKD in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2017. 250 funds tracked by Wall St. Rank hold BKD as of Q2 2017.

Geneos Wealth Management reported no remaining Brookdale Senior Living position as of Q2 2017 after selling out during the quarter.
Geneos Wealth Management sold 77 Brookdale Senior Living shares in Q2 2017, an estimated $1K.
Geneos Wealth Management first reported a position in Brookdale Senior Living in Q3 2016 and held it in 2 quarters.
Geneos Wealth Management's Brookdale Senior Living position peaked at $1K in Q1 2017.
250 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.