Winslow Asset Management Has Cut Its Position in Brookdale Sr Living Com (BKD) by $1.81 Million as Market Value Declined; Aetna New (AET) Shareholder First Trust Advisors LP Has Lowered Position by $673,842 as Share Price Rose

February 17, 2018 - By Winifred Garcia

Winslow Asset Management Inc decreased its stake in Brookdale Sr Living Com (BKD) by 61.38% based on its latest 2017Q3 regulatory filing with the SEC. Winslow Asset Management Inc sold 180,660 shares as the company’s stock declined 2.44% while stock markets rallied. The institutional investor held 113,671 shares of the hospital and nursing management company at the end of 2017Q3, valued at $1.21 million, down from 294,331 at the end of the previous reported quarter. Winslow Asset Management Inc who had been investing in Brookdale Sr Living Com for a number of months, seems to be less bullish one the $1.72B market cap company. It closed at $9.2 lastly. It is down 20.75% since February 17, 2017 and is downtrending. It has underperformed by 37.45% the S&P500.

First Trust Advisors Lp decreased its stake in Aetna Inc New (AET) by 2.43% based on its latest 2017Q3 regulatory filing with the SEC. First Trust Advisors Lp sold 4,238 shares as the company’s stock rose 12.84% with the market. The institutional investor held 170,030 shares of the medical specialities company at the end of 2017Q3, valued at $27.04M, down from 174,268 at the end of the previous reported quarter. First Trust Advisors Lp who had been investing in Aetna Inc New for a number of months, seems to be less bullish one the $58.36B market cap company. The stock increased 0.76% or $1.34 during the last trading session, reaching $178.51. About 2.14M shares traded. Aetna Inc. (NYSE:AET) has risen 28.84% since February 17, 2017 and is uptrending. It has outperformed by 12.14% the S&P500.

Investors sentiment increased to 1.09 in Q3 2017. Its up 0.01, from 1.08 in 2017Q2. It improved, as 46 investors sold BKD shares while 50 reduced holdings. 33 funds opened positions while 72 raised stakes. 180.11 million shares or 0.36% more from 179.47 million shares in 2017Q2 were reported. Cortina Asset Mgmt Lc owns 0.59% invested in Brookdale Senior Living Inc. (NYSE:BKD) for 1.36M shares. Wells Fargo & Mn reported 163,422 shares. Florida-based Raymond James & Associate has invested 0% in Brookdale Senior Living Inc. (NYSE:BKD). Guggenheim Limited Liability Corp holds 42,553 shares. The Florida-based State Board Of Administration Of Florida Retirement Sys has invested 0.01% in Brookdale Senior Living Inc. (NYSE:BKD). 400 are held by Blume. Jpmorgan Chase & holds 53,306 shares or 0% of its portfolio. Caprock Grp has 0.05% invested in Brookdale Senior Living Inc. (NYSE:BKD). State Street Corp owns 2.56 million shares. Bessemer Group has invested 0% of its portfolio in Brookdale Senior Living Inc. (NYSE:BKD). Kennedy Cap Mgmt accumulated 380,179 shares. Highbridge Mgmt Ltd Liability Com invested in 348,805 shares or 0.06% of the stock. 135,893 are owned by Cubist Systematic Strategies Ltd Com. Geode Cap Management Ltd Liability Corp reported 0.01% in Brookdale Senior Living Inc. (NYSE:BKD). The New York-based Engineers Gate Manager LP has invested 0.05% in Brookdale Senior Living Inc. (NYSE:BKD).

Winslow Asset Management Inc, which manages about $695.38M and $516.35 million US Long portfolio, upped its stake in Hudson Pacific Properties (NYSE:HPP) by 74,232 shares to 87,757 shares, valued at $2.94M in 2017Q3, according to the filing.

Among 8 analysts covering Brookdale Senior Living (NYSE:BKD), 6 have Buy rating, 1 Sell and 1 Hold. Therefore 75% are positive. Brookdale Senior Living had 35 analyst reports since August 5, 2015 according to SRatingsIntel. RBC Capital Markets maintained the stock with “Buy” rating in Wednesday, July 5 report. RBC Capital Markets maintained it with “Top Pick” rating and $37 target in Friday, November 6 report. The firm earned “Buy” rating on Wednesday, August 5 by Jefferies. The company was downgraded on Wednesday, August 5 by Stifel Nicolaus. The stock of Brookdale Senior Living Inc. (NYSE:BKD) earned “Outperform” rating by Wells Fargo on Thursday, January 12. RBC Capital Markets maintained it with “Buy” rating and $19.0 target in Thursday, October 12 report. The firm has “Buy” rating by Stifel Nicolaus given on Thursday, November 2. The stock of Brookdale Senior Living Inc. (NYSE:BKD) earned “Equal-Weight” rating by Barclays Capital on Wednesday, January 6. On Tuesday, August 8 the stock rating was maintained by Stifel Nicolaus with “Buy”. The firm has “Buy” rating by Jefferies given on Tuesday, September 5.

Since September 15, 2017, it had 0 insider purchases, and 2 insider sales for $4.15 million activity. McCarthy Margaret M also sold $1.68M worth of Aetna Inc. (NYSE:AET) shares.

Among 24 analysts covering Aetna (NYSE:AET), 11 have Buy rating, 0 Sell and 13 Hold. Therefore 46% are positive. Aetna had 72 analyst reports since July 30, 2015 according to SRatingsIntel. Jefferies maintained Aetna Inc. (NYSE:AET) rating on Thursday, August 3. Jefferies has “Hold” rating and $16300 target. The company was maintained on Tuesday, August 4 by Sterne Agee CRT. The firm has “Hold” rating given on Friday, January 8 by Jefferies. Oppenheimer maintained the stock with “Outperform” rating in Monday, April 3 report. The company was upgraded on Wednesday, January 3 by PiperJaffray. The firm has “Buy” rating given on Thursday, July 13 by Cowen & Co. The rating was maintained by Cowen & Co with “Buy” on Friday, May 26. On Tuesday, February 2 the stock rating was maintained by Jefferies with “Hold”. Deutsche Bank maintained the stock with “Hold” rating in Monday, August 7 report. RBC Capital Markets upgraded the shares of AET in report on Tuesday, September 8 to “Outperform” rating.

First Trust Advisors Lp, which manages about $85.44B and $38.87B US Long portfolio, upped its stake in Deluxe Corp (NYSE:DLX) by 7,758 shares to 43,149 shares, valued at $3.15M in 2017Q3, according to the filing. It also increased its holding in Factset Resh Sys Inc (NYSE:FDS) by 5,149 shares in the quarter, for a total of 20,637 shares, and has risen its stake in Cheniere Energy Partners Lp (NYSEMKT:CQP).

Investors sentiment increased to 0.91 in Q3 2017. Its up 0.22, from 0.69 in 2017Q2. It is positive, as 42 investors sold AET shares while 302 reduced holdings. 80 funds opened positions while 232 raised stakes. 281.08 million shares or 3.09% less from 290.06 million shares in 2017Q2 were reported. Daiwa Secs Gru has 45,808 shares for 0.05% of their portfolio. Capital Ca has 950 shares. Optimum Inv Advisors reported 1.11% in Aetna Inc. (NYSE:AET). Ny State Common Retirement Fund owns 967,810 shares. Sg Americas Lc has 0.05% invested in Aetna Inc. (NYSE:AET) for 36,909 shares. Thrivent Finance For Lutherans holds 14,807 shares or 0.01% of its portfolio. Blackrock has invested 0.23% in Aetna Inc. (NYSE:AET). Johnson Inv Counsel accumulated 5,700 shares or 0.02% of the stock. Fred Alger Incorporated reported 1.25% in Aetna Inc. (NYSE:AET). Stewart And Patten Llc holds 4,950 shares. Cramer Rosenthal Mcglynn Lc accumulated 266,535 shares. Creative Planning invested in 0.01% or 18,082 shares. 30,990 were accumulated by Nepsis Mgmt Incorporated. 3,168 are owned by Homrich Berg. Quantum Mngmt Limited Liability Co Nj has invested 0% of its portfolio in Aetna Inc. (NYSE:AET).

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