Benchmark Capital Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Benchmark Capital 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
2018 Q4	$545K	Sell	30,000 -4,000	-12%	-$76.7K	0.54%	52
2018 Q3	$731K	Hold	34,000	–	–	0.55%	56
2018 Q2	$719K	Buy	34,000 +1,500	+5%	+$29.4K	0.54%	59
2018 Q1	$565K	Hold	32,500	–	–	0.45%	61
2017 Q4	$564K	Hold	32,500	–	–	0.44%	63
2017 Q3	$603K	Hold	32,500	–	–	0.47%	58
2017 Q2	$619K	Hold	32,500	–	–	0.49%	54
2017 Q1	$721K	Hold	32,500	–	–	0.57%	49
2016 Q4	$666K	Sell	32,500 -2,500	-7%	-$53.4K	0.55%	49
2016 Q3	$789K	Hold	35,000	–	–	0.6%	51
2016 Q2	$664K	Hold	35,000	–	–	0.54%	52
2016 Q1	$766K	Buy	35,000 +10,000	+40%	+$198K	0.67%	46
2015 Q4	$602K	Sell	25,000 -2,500	-9%	-$61.5K	0.51%	57
2015 Q3	$610K	Hold	27,500	–	–	0.5%	60
2015 Q2	$676K	Hold	27,500	–	–	0.48%	60
2015 Q1	$719K	Hold	27,500	–	–	0.47%	59
2014 Q4	$696K	Hold	27,500	–	–	0.47%	62
2014 Q3	$659K	Hold	27,500	–	–	0.46%	63
2014 Q2	$738K	Hold	27,500	–	–	0.46%	65
2014 Q1	$619K	Hold	27,500	–	–	0.43%	73
2013 Q4	$612K	Hold	27,500	–	–	0.42%	72
2013 Q3	$510K	Hold	27,500	–	–	0.37%	82
2013 Q2	$458K	Buy	+27,500	New	+$456K	0.35%	86

Other funds holding KW

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Benchmark Capital Advisors's KW Position: Q4 2018 in Review

Benchmark Capital Advisors reduced its Kennedy-Wilson Holdings (KW) stake by 12% in Q4 2018, selling an estimated $76.7K and leaving 30,000 shares worth $545K. The position accounts for 0.54% of the portfolio, ranked #52.

Benchmark Capital Advisors first reported a position in KW in Q2 2013 and has held it in 23 quarters since. The position peaked at $789K in Q3 2016. 173 funds tracked by Wall St. Rank hold KW as of Q4 2018.

Benchmark Capital Advisors held 30,000 shares of Kennedy-Wilson Holdings worth $545K as of Q4 2018.
Benchmark Capital Advisors sold 4,000 Kennedy-Wilson Holdings shares in Q4 2018, an estimated $76.7K.
Kennedy-Wilson Holdings made up 0.54% of Benchmark Capital Advisors's portfolio in Q4 2018, its #52 holding.
Benchmark Capital Advisors first reported a position in Kennedy-Wilson Holdings in Q2 2013 and has held it in 23 quarters since.
Benchmark Capital Advisors's Kennedy-Wilson Holdings position peaked at $789K in Q3 2016.
173 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.