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Obermeyer Wealth Partners’s Brookdale Senior Living BKD Stock Holding History

Obermeyer Wealth Partners’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
Q1 		– Sell
-2,423,413
Closed -$30.1M – 130
2016
Q4 		$30.1M Sell
2,423,413
-1,082,793
-31% -$14.5M 2.88% 16
2016
Q3 		$61.2M Sell
3,506,206
-106,473
-3% -$1.84M 5.87% 2
2016
Q2 		$55.8M Sell
3,612,679
-103,170
-3% -$1.8M 5.55% 2
2016
Q1 		$59M Buy
3,715,849
+1,448,197
+64% +$22.1M 5.47% 2
2015
Q4 		$41.9M Buy
+2,267,652
New +$48.8M 3.82% 11

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Obermeyer Wealth Partners's BKD Position: Q1 2017 in Review

Obermeyer Wealth Partners sold out of Brookdale Senior Living (BKD) in Q1 2017, closing a stake of 2,423,413 shares — an estimated $30.1M sold.

Obermeyer Wealth Partners first reported a position in BKD in Q4 2015 and held it in 5 quarters. The position peaked at $61.2M in Q3 2016. 238 funds tracked by Wall St. Rank hold BKD as of Q1 2017.

  • Obermeyer Wealth Partners reported no remaining Brookdale Senior Living position as of Q1 2017 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,423,413 Brookdale Senior Living shares in Q1 2017, an estimated $30.1M.
  • Obermeyer Wealth Partners first reported a position in Brookdale Senior Living in Q4 2015 and held it in 5 quarters.
  • Obermeyer Wealth Partners's Brookdale Senior Living position peaked at $61.2M in Q3 2016.
  • 238 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2017.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2017, filed 9 May 2017.