FCA
KW

FinTrust Capital Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

FinTrust Capital Advisors’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
Q1 		– Sell
-124
Closed -$3K – 1137
2019
Q4 		$3K Buy
+124
New +$2.78K ﹤0.01% 939

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

FinTrust Capital Advisors's KW Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of Kennedy-Wilson Holdings (KW) in Q1 2020, closing a stake of 124 shares — an estimated $3K sold.

FinTrust Capital Advisors first reported a position in KW in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 188 funds tracked by Wall St. Rank hold KW as of Q1 2020.

  • FinTrust Capital Advisors reported no remaining Kennedy-Wilson Holdings position as of Q1 2020 after selling out during the quarter.
  • FinTrust Capital Advisors sold 124 Kennedy-Wilson Holdings shares in Q1 2020, an estimated $3K.
  • FinTrust Capital Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2019 and held it in 1 quarter.
  • FinTrust Capital Advisors's Kennedy-Wilson Holdings position peaked at $3K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.