CWM
KW

Cornerstone Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History

Cornerstone Wealth Management’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 		– Sell
-3,837
Closed -$203K – 785
2018
Q3 		$203K Sell
3,837
-1,062
-22% -$22.8K ﹤0.01% 1180
2018
Q2 		$230K Buy
+4,899
New +$96K ﹤0.01% 1276

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Cornerstone Wealth Management's KW Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Kennedy-Wilson Holdings (KW) in Q4 2018, closing a stake of 3,837 shares — an estimated $203K sold.

Cornerstone Wealth Management first reported a position in KW in Q2 2018 and held it in 2 quarters. The position peaked at $230K in Q2 2018. 173 funds tracked by Wall St. Rank hold KW as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Kennedy-Wilson Holdings position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,837 Kennedy-Wilson Holdings shares in Q4 2018, an estimated $203K.
  • Cornerstone Wealth Management first reported a position in Kennedy-Wilson Holdings in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Kennedy-Wilson Holdings position peaked at $230K in Q2 2018.
  • 173 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.