O'Shaughnessy Asset Management’s Kindred Healthcare KND Stock Holding History

O'Shaughnessy Asset Management’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	-3,809	Closed	-$44K	–	1030
2017 Q2	$44K	Sell	3,809 -4,300	-53%	-$42.4K	﹤0.01%	732
2017 Q1	$68K	Sell	8,109 -403	-5%	-$3.15K	﹤0.01%	671
2016 Q4	$67K	Buy	8,512 +508	+6%	+$4.17K	﹤0.01%	684
2016 Q3	$82K	Buy	8,004 +1,881	+31%	+$20.9K	﹤0.01%	642
2016 Q2	$69K	Buy	+6,123	New	+$76.7K	﹤0.01%	652
2015 Q2	–	Sell	-21,355	Closed	-$507K	–	1143
2015 Q1	$507K	Sell	21,355 -10,207	-32%	-$207K	0.01%	379
2014 Q4	$570K	Sell	31,562 -45,965	-59%	-$910K	0.01%	392
2014 Q3	$1.5M	Buy	77,527 +40,389	+109%	+$880K	0.03%	282
2014 Q2	$857K	Buy	37,138 +36,950	+19,654%	+$903K	0.02%	349
2014 Q1	$4K	Buy	+188	New	+$3.89K	﹤0.01%	865

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

O'Shaughnessy Asset Management's KND Position: Q3 2017 in Review

O'Shaughnessy Asset Management sold out of Kindred Healthcare (KND) in Q3 2017, closing a stake of 3,809 shares — an estimated $44K sold.

O'Shaughnessy Asset Management first reported a position in KND in Q1 2014 and held it in 10 quarters. The position peaked at $1.5M in Q3 2014. 168 funds tracked by Wall St. Rank hold KND as of Q3 2017.

O'Shaughnessy Asset Management reported no remaining Kindred Healthcare position as of Q3 2017 after selling out during the quarter.
O'Shaughnessy Asset Management sold 3,809 Kindred Healthcare shares in Q3 2017, an estimated $44K.
O'Shaughnessy Asset Management first reported a position in Kindred Healthcare in Q1 2014 and held it in 10 quarters.
O'Shaughnessy Asset Management's Kindred Healthcare position peaked at $1.5M in Q3 2014.
168 funds tracked by Wall St. Rank held Kindred Healthcare as of Q3 2017.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.