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

IHT 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
2018
Q2 		– Sell
-287
Closed -$2K – 520
2018
Q1 		$2K Hold
287
– – ﹤0.01% 1484
2017
Q4 		$3K Buy
+287
New +$2.93K ﹤0.01% 1415

Other funds holding BKD

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
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
BlackRock
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

IHT Wealth Management's BKD Position: Q2 2018 in Review

IHT Wealth Management sold out of Brookdale Senior Living (BKD) in Q2 2018, closing a stake of 287 shares — an estimated $2K sold.

IHT Wealth Management first reported a position in BKD in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 190 funds tracked by Wall St. Rank hold BKD as of Q2 2018.

  • IHT Wealth Management reported no remaining Brookdale Senior Living position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 287 Brookdale Senior Living shares in Q2 2018, an estimated $2K.
  • IHT Wealth Management first reported a position in Brookdale Senior Living in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Brookdale Senior Living position peaked at $3K in Q4 2017.
  • 190 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.