Phoenix Investment Adviser’s Kindred Healthcare KND Stock Holding History

Phoenix Investment Adviser’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
2018 Q1	–	Sell	-67,500	Closed	-$655K	–	54
2017 Q4	$655K	Sell	67,500 -140,000	-67%	-$1.04M	0.62%	24
2017 Q3	$1.41M	Buy	207,500 +28,500	+16%	+$243K	1.1%	13
2017 Q2	$2.08M	Buy	179,000 +31,000	+21%	+$306K	1.41%	8
2017 Q1	$1.24M	Hold	148,000	–	–	0.93%	16
2016 Q4	$1.16M	Buy	148,000 +17,000	+13%	+$140K	0.6%	18
2016 Q3	$1.34M	Sell	131,000 -15,000	-10%	-$166K	1.1%	14
2016 Q2	$1.65M	Hold	146,000	–	–	1.52%	7
2016 Q1	$1.77K	Buy	146,000 +12,000	+9%	+$124K	0.16%	8
2015 Q4	$1.6M	Buy	134,000 +32,000	+31%	+$414K	1.39%	10
2015 Q3	$1.61M	Buy	102,000 +35,000	+52%	+$708K	1.62%	12
2015 Q2	$1.36M	Sell	67,000 -15,500	-19%	-$355K	1.32%	15
2015 Q1	$1.96M	Buy	+82,500	New	+$1.67M	1.11%	15

Other funds holding KND

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

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

BCM

Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phoenix Investment Adviser's KND Position: Q1 2018 in Review

Phoenix Investment Adviser sold out of Kindred Healthcare (KND) in Q1 2018, closing a stake of 67,500 shares — an estimated $655K sold.

Phoenix Investment Adviser first reported a position in KND in Q1 2015 and held it in 12 quarters. The position peaked at $2.08M in Q2 2017. 166 funds tracked by Wall St. Rank hold KND as of Q1 2018.

Phoenix Investment Adviser reported no remaining Kindred Healthcare position as of Q1 2018 after selling out during the quarter.
Phoenix Investment Adviser sold 67,500 Kindred Healthcare shares in Q1 2018, an estimated $655K.
Phoenix Investment Adviser first reported a position in Kindred Healthcare in Q1 2015 and held it in 12 quarters.
Phoenix Investment Adviser's Kindred Healthcare position peaked at $2.08M in Q2 2017.
166 funds tracked by Wall St. Rank held Kindred Healthcare as of Q1 2018.

Based on Phoenix Investment Adviser's 13F filing for Q1 2018, filed 8 May 2018.