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Lucus Advisors’s Brookdale Senior Living BKD Stock Holding History

Lucus Advisors’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
Q1 		$205K Sell
30,614
-3,996
-12% -$33.8K 0.36% 163
2017
Q4 		$336K Buy
+34,610
New +$353K 0.49% 75

Other funds holding BKD

GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FI
Fosun International Hong Kong, China $446M AUM 13.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $23.2B AUM 40.19% 1-Year Est. Return

Lucus Advisors's BKD Position: Q1 2018 in Review

Lucus Advisors reduced its Brookdale Senior Living (BKD) stake by 12% in Q1 2018, selling an estimated $33.8K and leaving 30,614 shares worth $205K. The position accounts for 0.36% of the portfolio, ranked #163.

Lucus Advisors first reported a position in BKD in Q4 2017 and has held it in 2 quarters since. The position peaked at $336K in Q4 2017. 202 funds tracked by Wall St. Rank hold BKD as of Q1 2018.

  • Lucus Advisors held 30,614 shares of Brookdale Senior Living worth $205K as of Q1 2018.
  • Lucus Advisors sold 3,996 Brookdale Senior Living shares in Q1 2018, an estimated $33.8K.
  • Brookdale Senior Living made up 0.36% of Lucus Advisors's portfolio in Q1 2018, its #163 holding.
  • Lucus Advisors first reported a position in Brookdale Senior Living in Q4 2017 and has held it in 2 quarters since.
  • Lucus Advisors's Brookdale Senior Living position peaked at $336K in Q4 2017.
  • 202 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.