BFEC
KW

Benjamin F. Edwards & Company’s Kennedy-Wilson Holdings KW Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q4 		– Sell
-139
Closed -$2K – 1681
2020
Q3 		$2K Hold
139
– – ﹤0.01% 1576
2020
Q2 		$2K Hold
139
– – ﹤0.01% 1582
2020
Q1 		$2K Hold
139
– – ﹤0.01% 1596
2019
Q4 		$3K Hold
139
– – ﹤0.01% 1718
2019
Q3 		$3K Buy
+139
New +$2.96K ﹤0.01% 1685

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Benjamin F. Edwards & Company's KW Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of Kennedy-Wilson Holdings (KW) in Q4 2020, closing a stake of 139 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in KW in Q3 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 178 funds tracked by Wall St. Rank hold KW as of Q4 2020.

  • Benjamin F. Edwards & Company reported no remaining Kennedy-Wilson Holdings position as of Q4 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 139 Kennedy-Wilson Holdings shares in Q4 2020, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Kennedy-Wilson Holdings in Q3 2019 and held it in 5 quarters.
  • Benjamin F. Edwards & Company's Kennedy-Wilson Holdings position peaked at $3K in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2020, filed 16 Feb 2021.