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North Star Investment Management’s Brookdale Senior Living BKD Stock Holding History

North Star Investment 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
2017
Q2 		– Sell
-1,200
Closed -$16K – 1079
2017
Q1 		$16K Buy
+1,200
New +$16.9K ﹤0.01% 721

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Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 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 $580B AUM 38.23% 1-Year Est. Return

North Star Investment Management's BKD Position: Q2 2017 in Review

North Star Investment Management sold out of Brookdale Senior Living (BKD) in Q2 2017, closing a stake of 1,200 shares — an estimated $16K sold.

North Star Investment Management first reported a position in BKD in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 250 funds tracked by Wall St. Rank hold BKD as of Q2 2017.

  • North Star Investment Management reported no remaining Brookdale Senior Living position as of Q2 2017 after selling out during the quarter.
  • North Star Investment Management sold 1,200 Brookdale Senior Living shares in Q2 2017, an estimated $16K.
  • North Star Investment Management first reported a position in Brookdale Senior Living in Q1 2017 and held it in 1 quarter.
  • North Star Investment Management's Brookdale Senior Living position peaked at $16K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2017.

Based on North Star Investment Management's 13F filing for Q2 2017, filed 18 Jul 2017.