Creative Planning’s Kindred Healthcare KND Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-2,099	Closed	-$24K	–	4417
2017 Q2	$24K	Sell	2,099 -9,223	-81%	-$90.9K	﹤0.01%	3069
2017 Q1	$95K	Buy	11,322 +998	+10%	+$7.81K	﹤0.01%	1999
2016 Q4	$81K	Hold	10,324	–	–	﹤0.01%	2009
2016 Q3	$106K	Hold	10,324	–	–	﹤0.01%	1809
2016 Q2	$117K	Hold	10,324	–	–	﹤0.01%	1571
2016 Q1	$128K	Hold	10,324	–	–	﹤0.01%	1484
2015 Q4	$123K	Hold	10,324	–	–	﹤0.01%	1511
2015 Q3	$163K	Buy	10,324 +1	+0%	+$20	﹤0.01%	1309
2015 Q2	$209K	Buy	10,323 +10,223	+10,223%	+$234K	﹤0.01%	863
2015 Q1	$2K	Hold	100	–	–	﹤0.01%	3956
2014 Q4	$2K	Hold	100	–	–	﹤0.01%	3893
2014 Q3	$2K	Sell	100 -2	-2%	-$44	﹤0.01%	3736
2014 Q2	$2K	Hold	102	–	–	﹤0.01%	3574
2014 Q1	$2K	Hold	102	–	–	﹤0.01%	3419
2013 Q4	$2K	Hold	102	–	–	﹤0.01%	3148
2013 Q3	$1K	Hold	102	–	–	﹤0.01%	3151
2013 Q2	$1K	Buy	+102	New	+$1.22K	﹤0.01%	3008

Other funds holding KND

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's KND Position: Q3 2017 in Review

Creative Planning sold out of Kindred Healthcare (KND) in Q3 2017, closing a stake of 2,099 shares — an estimated $24K sold.

Creative Planning first reported a position in KND in Q2 2013 and held it in 17 quarters. The position peaked at $209K in Q2 2015. 168 funds tracked by Wall St. Rank hold KND as of Q3 2017.

Creative Planning reported no remaining Kindred Healthcare position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,099 Kindred Healthcare shares in Q3 2017, an estimated $24K.
Creative Planning first reported a position in Kindred Healthcare in Q2 2013 and held it in 17 quarters.
Creative Planning's Kindred Healthcare position peaked at $209K in Q2 2015.
168 funds tracked by Wall St. Rank held Kindred Healthcare as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.