CFA
KND

Carroll Financial Associates’s Kindred Healthcare KND Stock Holding History

Carroll Financial Associates’s Portfolio KND Stock Details KND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,625
Closed -$16K – 1252
2016
Q3 		$16K Hold
1,625
– – ﹤0.01% 713
2016
Q2 		$18K Hold
1,625
– – ﹤0.01% 652
2016
Q1 		$20K Buy
+1,625
New +$16.8K ﹤0.01% 617

Other funds holding KND

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carroll Financial Associates's KND Position: Q4 2016 in Review

Carroll Financial Associates sold out of Kindred Healthcare (KND) in Q4 2016, closing a stake of 1,625 shares — an estimated $16K sold.

Carroll Financial Associates first reported a position in KND in Q1 2016 and held it in 3 quarters. The position peaked at $20K in Q1 2016. 188 funds tracked by Wall St. Rank hold KND as of Q4 2016.

  • Carroll Financial Associates reported no remaining Kindred Healthcare position as of Q4 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 1,625 Kindred Healthcare shares in Q4 2016, an estimated $16K.
  • Carroll Financial Associates first reported a position in Kindred Healthcare in Q1 2016 and held it in 3 quarters.
  • Carroll Financial Associates's Kindred Healthcare position peaked at $20K in Q1 2016.
  • 188 funds tracked by Wall St. Rank held Kindred Healthcare as of Q4 2016.

Based on Carroll Financial Associates's 13F filing for Q4 2016, filed 11 Jan 2017.