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Royal Fund Management’s Brookdale Senior Living BKD Stock Holding History

Royal Fund 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
Q3 		– Sell
-129
Closed -$1K – 460
2017
Q2 		$1K Buy
+129
New +$1.78K ﹤0.01% 401

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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

Royal Fund Management's BKD Position: Q3 2017 in Review

Royal Fund Management sold out of Brookdale Senior Living (BKD) in Q3 2017, closing a stake of 129 shares — an estimated $1K sold.

Royal Fund Management first reported a position in BKD in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 221 funds tracked by Wall St. Rank hold BKD as of Q3 2017.

  • Royal Fund Management reported no remaining Brookdale Senior Living position as of Q3 2017 after selling out during the quarter.
  • Royal Fund Management sold 129 Brookdale Senior Living shares in Q3 2017, an estimated $1K.
  • Royal Fund Management first reported a position in Brookdale Senior Living in Q2 2017 and held it in 1 quarter.
  • Royal Fund Management's Brookdale Senior Living position peaked at $1K in Q2 2017.
  • 221 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2017.

Based on Royal Fund Management's 13F filing for Q3 2017, filed 7 May 2020.