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Investment Centers of America’s Brookdale Senior Living BKD Stock Holding History

Investment Centers of America’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
-18,700
Closed -$198K – 42
2017
Q3 		$198K Buy
18,700
+2,000
+12% +$25.3K 0.01% 546
2017
Q2 		$245K Sell
16,700
-500
-3% -$6.91K 0.02% 498
2017
Q1 		$231K Hold
17,200
– – 0.02% 541
2016
Q4 		$213K Buy
+17,200
New +$231K 0.02% 540

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 $6.73T AUM 46.02% 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

Investment Centers of America's BKD Position: Q4 2017 in Review

Investment Centers of America sold out of Brookdale Senior Living (BKD) in Q4 2017, closing a stake of 18,700 shares — an estimated $198K sold.

Investment Centers of America first reported a position in BKD in Q4 2016 and held it in 4 quarters. The position peaked at $245K in Q2 2017. 212 funds tracked by Wall St. Rank hold BKD as of Q4 2017.

  • Investment Centers of America reported no remaining Brookdale Senior Living position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 18,700 Brookdale Senior Living shares in Q4 2017, an estimated $198K.
  • Investment Centers of America first reported a position in Brookdale Senior Living in Q4 2016 and held it in 4 quarters.
  • Investment Centers of America's Brookdale Senior Living position peaked at $245K in Q2 2017.
  • 212 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.