AIA
KW

Alera Investment Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Alera Investment Advisors’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-44
Closed -$1K – 575
2019
Q1 		$1K Buy
+44
New +$893 ﹤0.01% 989

Other funds holding KW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alera Investment Advisors's KW Position: Q2 2019 in Review

Alera Investment Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2019, closing a stake of 44 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in KW in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 172 funds tracked by Wall St. Rank hold KW as of Q2 2019.

  • Alera Investment Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 44 Kennedy-Wilson Holdings shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Kennedy-Wilson Holdings in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Kennedy-Wilson Holdings position peaked at $1K in Q1 2019.
  • 172 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.