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James Investment Research’s Brookdale Senior Living BKD Stock Holding History

James Investment Research’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
Q3 		– Sell
-93,310
Closed -$1.37M – 749
2017
Q2 		$1.37M Buy
+93,310
New +$1.29M 0.04% 313

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

James Investment Research's BKD Position: Q3 2017 in Review

James Investment Research sold out of Brookdale Senior Living (BKD) in Q3 2017, closing a stake of 93,310 shares — an estimated $1.37M sold.

James Investment Research first reported a position in BKD in Q2 2017 and held it in 1 quarter. The position peaked at $1.37M in Q2 2017. 221 funds tracked by Wall St. Rank hold BKD as of Q3 2017.

  • James Investment Research reported no remaining Brookdale Senior Living position as of Q3 2017 after selling out during the quarter.
  • James Investment Research sold 93,310 Brookdale Senior Living shares in Q3 2017, an estimated $1.37M.
  • James Investment Research first reported a position in Brookdale Senior Living in Q2 2017 and held it in 1 quarter.
  • James Investment Research's Brookdale Senior Living position peaked at $1.37M in Q2 2017.
  • 221 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2017.

Based on James Investment Research's 13F filing for Q3 2017, filed 13 Oct 2017.