Westfield Capital Management
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Westfield Capital Management’s Brookdale Senior Living BKD Stock Holding History

Westfield Capital 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
2015
Q3 		– Sell
-1,361,415
Closed -$47.2M – 267
2015
Q2 		$47.2M Sell
1,361,415
-91,090
-6% -$3.36M 0.29% 110
2015
Q1 		$54.8M Sell
1,452,505
-140,195
-9% -$5.13M 0.32% 110
2014
Q4 		$58.4M Sell
1,592,700
-138,470
-8% -$4.7M 0.34% 97
2014
Q3 		$55.8M Buy
1,731,170
+277,920
+19% +$9.47M 0.34% 98
2014
Q2 		$48.5M Buy
1,453,250
+288,690
+25% +$9.39M 0.29% 116
2014
Q1 		$39M Buy
+1,164,560
New +$35.3M 0.23% 130

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westfield Capital Management's BKD Position: Q3 2015 in Review

Westfield Capital Management sold out of Brookdale Senior Living (BKD) in Q3 2015, closing a stake of 1,361,415 shares — an estimated $47.2M sold.

Westfield Capital Management first reported a position in BKD in Q1 2014 and held it in 6 quarters. The position peaked at $58.4M in Q4 2014. 251 funds tracked by Wall St. Rank hold BKD as of Q3 2015.

  • Westfield Capital Management reported no remaining Brookdale Senior Living position as of Q3 2015 after selling out during the quarter.
  • Westfield Capital Management sold 1,361,415 Brookdale Senior Living shares in Q3 2015, an estimated $47.2M.
  • Westfield Capital Management first reported a position in Brookdale Senior Living in Q1 2014 and held it in 6 quarters.
  • Westfield Capital Management's Brookdale Senior Living position peaked at $58.4M in Q4 2014.
  • 251 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2015.

Based on Westfield Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.