Creative Planning
KWY

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

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCAM
Onex Canada Asset Management Toronto, Ontario, Canada $601M AUM 15.16% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return