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

Stratos 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
2018
Q1 		– Sell
-23,444
Closed -$227K – 3118
2017
Q4 		$227K Buy
23,444
+1,175
+5% +$12K 0.01% 820
2017
Q3 		$236K Buy
+22,269
New +$282K 0.01% 785
2017
Q2 		– Sell
-16,061
Closed -$216K – 829
2017
Q1 		$216K Buy
16,061
+4,182
+35% +$59K 0.01% 700
2016
Q4 		$148K Buy
+11,879
New +$159K 0.01% 674

Other funds holding BKD

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
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $16.8B AUM 27.39% 1-Year Est. Return

Stratos Wealth Partners's BKD Position: Q1 2018 in Review

Stratos Wealth Partners sold out of Brookdale Senior Living (BKD) in Q1 2018, closing a stake of 23,444 shares — an estimated $227K sold.

Stratos Wealth Partners first reported a position in BKD in Q4 2016 and held it in 4 quarters. The position peaked at $236K in Q3 2017. 202 funds tracked by Wall St. Rank hold BKD as of Q1 2018.

  • Stratos Wealth Partners reported no remaining Brookdale Senior Living position as of Q1 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 23,444 Brookdale Senior Living shares in Q1 2018, an estimated $227K.
  • Stratos Wealth Partners first reported a position in Brookdale Senior Living in Q4 2016 and held it in 4 quarters.
  • Stratos Wealth Partners's Brookdale Senior Living position peaked at $236K in Q3 2017.
  • 202 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.