HR
KW

Howe & Rusling’s Kennedy-Wilson Holdings KW Stock Holding History

Howe & Rusling’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
2017
Q4 		– Sell
-40
Closed -$1K – 868
2017
Q3 		$1K Hold
40
– – ﹤0.01% 835
2017
Q2 		$1K Hold
40
– – ﹤0.01% 896
2017
Q1 		$1K Hold
40
– – ﹤0.01% 933
2016
Q4 		$1K Hold
40
– – ﹤0.01% 968
2016
Q3 		$1K Hold
40
– – ﹤0.01% 968
2016
Q2 		$1K Hold
40
– – ﹤0.01% 905
2016
Q1 		$1K Hold
40
– – ﹤0.01% 944
2015
Q4 		$1K Hold
40
– – ﹤0.01% 915
2015
Q3 		$1K Hold
40
– – ﹤0.01% 928
2015
Q2 		$1K Buy
+40
New +$1.02K ﹤0.01% 963

Other funds holding KW

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Howe & Rusling's KW Position: Q4 2017 in Review

Howe & Rusling sold out of Kennedy-Wilson Holdings (KW) in Q4 2017, closing a stake of 40 shares — an estimated $1K sold.

Howe & Rusling first reported a position in KW in Q2 2015 and held it in 10 quarters. The position peaked at $1K in Q3 2017. 199 funds tracked by Wall St. Rank hold KW as of Q4 2017.

  • Howe & Rusling reported no remaining Kennedy-Wilson Holdings position as of Q4 2017 after selling out during the quarter.
  • Howe & Rusling sold 40 Kennedy-Wilson Holdings shares in Q4 2017, an estimated $1K.
  • Howe & Rusling first reported a position in Kennedy-Wilson Holdings in Q2 2015 and held it in 10 quarters.
  • Howe & Rusling's Kennedy-Wilson Holdings position peaked at $1K in Q3 2017.
  • 199 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2017.

Based on Howe & Rusling's 13F filing for Q4 2017, filed 24 Jan 2018.