HFA
KW

HC Financial Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

HC Financial 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
Q2 		– Sell
-184
Closed -$2K – 373
2020
Q1 		$2K Buy
+184
New +$3.67K ﹤0.01% 357

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HC Financial Advisors's KW Position: Q2 2020 in Review

HC Financial Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2020, closing a stake of 184 shares — an estimated $2K sold.

HC Financial Advisors first reported a position in KW in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 176 funds tracked by Wall St. Rank hold KW as of Q2 2020.

  • HC Financial Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2020 after selling out during the quarter.
  • HC Financial Advisors sold 184 Kennedy-Wilson Holdings shares in Q2 2020, an estimated $2K.
  • HC Financial Advisors first reported a position in Kennedy-Wilson Holdings in Q1 2020 and held it in 1 quarter.
  • HC Financial Advisors's Kennedy-Wilson Holdings position peaked at $2K in Q1 2020.
  • 176 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2020.

Based on HC Financial Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.