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Wealthspire Advisors (Maryland)’s Brookdale Senior Living BKD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,779
Closed -$25K – 648
2019
Q1 		$25K Sell
3,779
-123
-3% -$903 ﹤0.01% 1182
2018
Q4 		$26K Sell
3,902
-3,728
-49% -$31.3K ﹤0.01% 1104
2018
Q3 		$75K Hold
7,630
– – 0.01% 806
2018
Q2 		$69K Buy
7,630
+7,002
+1,115% +$54.3K 0.01% 854
2018
Q1 		$4K Sell
628
-9,143
-94% -$77.3K ﹤0.01% 1883
2017
Q4 		$95K Buy
9,771
+1,307
+15% +$13.3K 0.01% 731
2017
Q3 		$90K Buy
8,464
+1,976
+30% +$25K 0.01% 755
2017
Q2 		$95K Buy
6,488
+5,843
+906% +$80.8K 0.01% 712
2017
Q1 		$9K Buy
645
+302
+88% +$4.26K ﹤0.01% 1362
2016
Q4 		$4K Sell
343
-33
-9% -$443 ﹤0.01% 1410
2016
Q3 		$7K Buy
376
+47
+14% +$810 ﹤0.01% 1315
2016
Q2 		$5K Hold
329
– – ﹤0.01% 1332
2016
Q1 		$5K Hold
329
– – ﹤0.01% 1330
2015
Q4 		$6K Buy
+329
New +$7.09K ﹤0.01% 1300

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BKD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Brookdale Senior Living (BKD) in Q2 2019, closing a stake of 3,779 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in BKD in Q4 2015 and held it in 14 quarters. The position peaked at $95K in Q4 2017. 175 funds tracked by Wall St. Rank hold BKD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Brookdale Senior Living position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,779 Brookdale Senior Living shares in Q2 2019, an estimated $25K.
  • Wealthspire Advisors (Maryland) first reported a position in Brookdale Senior Living in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Brookdale Senior Living position peaked at $95K in Q4 2017.
  • 175 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.