EWM
KW

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

Edge 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
2020
Q3 		– Sell
-200
Closed -$3K – 539
2020
Q2 		$3K Hold
200
– – ﹤0.01% 591
2020
Q1 		$3K Hold
200
– – ﹤0.01% 521
2019
Q4 		$4K Hold
200
– – ﹤0.01% 506
2019
Q3 		$4K Hold
200
– – ﹤0.01% 493
2019
Q2 		$4K Hold
200
– – ﹤0.01% 502
2019
Q1 		$4K Hold
200
– – ﹤0.01% 484
2018
Q4 		$4K Hold
200
– – ﹤0.01% 488
2018
Q3 		$4K Hold
200
– – ﹤0.01% 525
2018
Q2 		$4K Hold
200
– – ﹤0.01% 507
2018
Q1 		$3K Hold
200
– – ﹤0.01% 495
2017
Q4 		$3K Buy
+200
New +$3.77K ﹤0.01% 469

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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edge Wealth Management's KW Position: Q3 2020 in Review

Edge Wealth Management sold out of Kennedy-Wilson Holdings (KW) in Q3 2020, closing a stake of 200 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in KW in Q4 2017 and held it in 11 quarters. The position peaked at $4K in Q4 2019. 188 funds tracked by Wall St. Rank hold KW as of Q3 2020.

  • Edge Wealth Management reported no remaining Kennedy-Wilson Holdings position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 200 Kennedy-Wilson Holdings shares in Q3 2020, an estimated $3K.
  • Edge Wealth Management first reported a position in Kennedy-Wilson Holdings in Q4 2017 and held it in 11 quarters.
  • Edge Wealth Management's Kennedy-Wilson Holdings position peaked at $4K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.