Bradley Foster & Sargent’s Kingsway Corp KWY Stock Holding History

Bradley Foster & Sargent’s Portfolio KWY Stock Details KWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-65,038	Closed	-$182K	–	356
2018 Q3	$182K	Hold	65,038	–	–	0.01%	364
2018 Q2	$179K	Hold	65,038	–	–	0.01%	360
2018 Q1	$260K	Hold	65,038	–	–	0.01%	322
2017 Q4	$328K	Hold	65,038	–	–	0.01%	299
2017 Q3	$397K	Hold	65,038	–	–	0.02%	279
2017 Q2	$393K	Hold	65,038	–	–	0.02%	281
2017 Q1	$377K	Hold	65,038	–	–	0.02%	283
2016 Q4	$406K	Hold	65,038	–	–	0.02%	278
2016 Q3	$373K	Hold	65,038	–	–	0.02%	280
2016 Q2	$349K	Hold	65,038	–	–	0.02%	274
2016 Q1	$309K	Hold	65,038	–	–	0.01%	277
2015 Q4	$297K	Hold	65,038	–	–	0.01%	280
2015 Q3	$300K	Hold	65,038	–	–	0.01%	286
2015 Q2	$388K	Hold	65,038	–	–	0.02%	278
2015 Q1	$374K	Hold	65,038	–	–	0.02%	287
2014 Q4	$361K	Hold	65,038	–	–	0.02%	278
2014 Q3	$408K	Buy	65,038 +24,173	+59%	+$154K	0.02%	275
2014 Q2	$256K	Hold	40,865	–	–	0.01%	309
2014 Q1	$166K	Hold	40,865	–	–	0.01%	332
2013 Q4	$159K	Hold	40,865	–	–	0.01%	338
2013 Q3	$116K	Buy	40,865 +24,173	+145%	+$79.2K	0.01%	333
2013 Q2	$60K	Buy	+16,692	New	+$59.4K	﹤0.01%	320

Other funds holding KWY

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OCAM

Onex Canada Asset Management Toronto, Ontario, Canada $649M AUM 27.38% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KPW

Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return

Bradley Foster & Sargent's KWY Position: Q4 2018 in Review

Bradley Foster & Sargent sold out of Kingsway Corp (KWY) in Q4 2018, closing a stake of 65,038 shares — an estimated $182K sold.

Bradley Foster & Sargent first reported a position in KWY in Q2 2013 and held it in 22 quarters. The position peaked at $408K in Q3 2014. 14 funds tracked by Wall St. Rank hold KWY as of Q4 2018.

Bradley Foster & Sargent reported no remaining Kingsway Corp position as of Q4 2018 after selling out during the quarter.
Bradley Foster & Sargent sold 65,038 Kingsway Corp shares in Q4 2018, an estimated $182K.
Bradley Foster & Sargent first reported a position in Kingsway Corp in Q2 2013 and held it in 22 quarters.
Bradley Foster & Sargent's Kingsway Corp position peaked at $408K in Q3 2014.
14 funds tracked by Wall St. Rank held Kingsway Corp as of Q4 2018.

Based on Bradley Foster & Sargent's 13F filing for Q4 2018, filed 30 Jan 2019.