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United Capital Financial Advisors’s Brookdale Senior Living BKD Stock Holding History

United Capital Financial Advisors’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
2015
Q3 		– Sell
-6,800
Closed -$236K – 1249
2015
Q2 		$236K Buy
+6,800
New +$251K ﹤0.01% 1139

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TAM
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SCM
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CCA
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NRC
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Invesco
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United Capital Financial Advisors's BKD Position: Q3 2015 in Review

United Capital Financial Advisors sold out of Brookdale Senior Living (BKD) in Q3 2015, closing a stake of 6,800 shares — an estimated $236K sold.

United Capital Financial Advisors first reported a position in BKD in Q2 2015 and held it in 1 quarter. The position peaked at $236K in Q2 2015. 251 funds tracked by Wall St. Rank hold BKD as of Q3 2015.

  • United Capital Financial Advisors reported no remaining Brookdale Senior Living position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,800 Brookdale Senior Living shares in Q3 2015, an estimated $236K.
  • United Capital Financial Advisors first reported a position in Brookdale Senior Living in Q2 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Brookdale Senior Living position peaked at $236K in Q2 2015.
  • 251 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.