Creative Planning’s Kingsway Corp KWY Stock Holding History

Creative Planning’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
2020 Q2	–	Sell	-23,324	Closed	-$46K	–	2078
2020 Q1	$46K	Hold	23,324	–	–	﹤0.01%	1643
2019 Q4	$43K	Hold	23,324	–	–	﹤0.01%	1833
2019 Q3	$52K	Hold	23,324	–	–	﹤0.01%	1786
2019 Q2	$57K	Hold	23,324	–	–	﹤0.01%	1803
2019 Q1	$72K	Sell	23,324 -5,000	-18%	-$11.9K	﹤0.01%	1747
2018 Q4	$81K	Sell	28,324 -4,000	-12%	-$9.97K	﹤0.01%	1658
2018 Q3	$91K	Hold	32,324	–	–	﹤0.01%	1808
2018 Q2	$89K	Sell	32,324 -29,750	-48%	-$112K	﹤0.01%	1789
2018 Q1	$248K	Buy	+62,074	New	+$309K	﹤0.01%	1468
2017 Q1	–	Sell	-4,000	Closed	-$25K	–	4789
2016 Q4	$25K	Buy	+4,000	New	+$23.2K	﹤0.01%	2922

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ZCA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning's KWY Position: Q2 2020 in Review

Creative Planning sold out of Kingsway Corp (KWY) in Q2 2020, closing a stake of 23,324 shares — an estimated $46K sold.

Creative Planning first reported a position in KWY in Q4 2016 and held it in 10 quarters. The position peaked at $248K in Q1 2018. 17 funds tracked by Wall St. Rank hold KWY as of Q2 2020.

Creative Planning reported no remaining Kingsway Corp position as of Q2 2020 after selling out during the quarter.
Creative Planning sold 23,324 Kingsway Corp shares in Q2 2020, an estimated $46K.
Creative Planning first reported a position in Kingsway Corp in Q4 2016 and held it in 10 quarters.
Creative Planning's Kingsway Corp position peaked at $248K in Q1 2018.
17 funds tracked by Wall St. Rank held Kingsway Corp as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.