Westover Capital Advisors’s Brookdale Senior Living BKD Stock Holding History

Westover Capital 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 Q2	–	Sell	-6,970	Closed	-$263K	–	91
2015 Q1	$263K	Hold	6,970	–	–	0.21%	83
2014 Q4	$256K	Sell	6,970 -410	-6%	-$13.9K	0.22%	77
2014 Q3	$238K	Hold	7,380	–	–	0.19%	82
2014 Q2	$246K	Buy	+7,380	New	+$240K	0.21%	79

Other funds holding BKD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Westover Capital Advisors's BKD Position: Q2 2015 in Review

Westover Capital Advisors sold out of Brookdale Senior Living (BKD) in Q2 2015, closing a stake of 6,970 shares — an estimated $263K sold.

Westover Capital Advisors first reported a position in BKD in Q2 2014 and held it in 4 quarters. The position peaked at $263K in Q1 2015. 281 funds tracked by Wall St. Rank hold BKD as of Q2 2015.

Westover Capital Advisors reported no remaining Brookdale Senior Living position as of Q2 2015 after selling out during the quarter.
Westover Capital Advisors sold 6,970 Brookdale Senior Living shares in Q2 2015, an estimated $263K.
Westover Capital Advisors first reported a position in Brookdale Senior Living in Q2 2014 and held it in 4 quarters.
Westover Capital Advisors's Brookdale Senior Living position peaked at $263K in Q1 2015.
281 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2015.

Based on Westover Capital Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.