FPFS
KW

First Personal Financial Services’s Kennedy-Wilson Holdings KW Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-656
Closed -$13K – 658
2019
Q2 		$13K Hold
656
– – ﹤0.01% 464
2019
Q1 		$14K Hold
656
– – ﹤0.01% 446
2018
Q4 		$12K Buy
656
+246
+60% +$4.72K ﹤0.01% 442
2018
Q3 		$9K Buy
+410
New +$8.78K ﹤0.01% 509

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Personal Financial Services's KW Position: Q3 2019 in Review

First Personal Financial Services sold out of Kennedy-Wilson Holdings (KW) in Q3 2019, closing a stake of 656 shares — an estimated $13K sold.

First Personal Financial Services first reported a position in KW in Q3 2018 and held it in 4 quarters. The position peaked at $14K in Q1 2019. 173 funds tracked by Wall St. Rank hold KW as of Q3 2019.

  • First Personal Financial Services reported no remaining Kennedy-Wilson Holdings position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 656 Kennedy-Wilson Holdings shares in Q3 2019, an estimated $13K.
  • First Personal Financial Services first reported a position in Kennedy-Wilson Holdings in Q3 2018 and held it in 4 quarters.
  • First Personal Financial Services's Kennedy-Wilson Holdings position peaked at $14K in Q1 2019.
  • 173 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.