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Mark Sheptoff Financial Planning’s Brookdale Senior Living BKD Stock Holding History

Mark Sheptoff Financial Planning’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
-21,101
Closed -$283K – 361
2017
Q1 		$283K Sell
21,101
-2,074
-9% -$29.3K 0.2% 87
2016
Q4 		$288K Buy
23,175
+7,300
+46% +$98K 0.21% 83
2016
Q3 		$277K Buy
+15,875
New +$274K 0.21% 81

Other funds holding BKD

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's BKD Position: Q2 2017 in Review

Mark Sheptoff Financial Planning sold out of Brookdale Senior Living (BKD) in Q2 2017, closing a stake of 21,101 shares — an estimated $283K sold.

Mark Sheptoff Financial Planning first reported a position in BKD in Q3 2016 and held it in 3 quarters. The position peaked at $288K in Q4 2016. 250 funds tracked by Wall St. Rank hold BKD as of Q2 2017.

  • Mark Sheptoff Financial Planning reported no remaining Brookdale Senior Living position as of Q2 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 21,101 Brookdale Senior Living shares in Q2 2017, an estimated $283K.
  • Mark Sheptoff Financial Planning first reported a position in Brookdale Senior Living in Q3 2016 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Brookdale Senior Living position peaked at $288K in Q4 2016.
  • 250 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2017, filed 9 Aug 2017.