IFAM
KW

Institutional & Family Asset Management’s Kennedy-Wilson Holdings KW Stock Holding History

Institutional & Family Asset 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
2018
Q1 		– Sell
-24,179
Closed -$420K – 850
2017
Q4 		$420K Buy
24,179
+8,443
+54% +$159K 0.08% 121
2017
Q3 		$292K Buy
+15,736
New +$303K 0.06% 149

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Institutional & Family Asset Management's KW Position: Q1 2018 in Review

Institutional & Family Asset Management sold out of Kennedy-Wilson Holdings (KW) in Q1 2018, closing a stake of 24,179 shares — an estimated $420K sold.

Institutional & Family Asset Management first reported a position in KW in Q3 2017 and held it in 2 quarters. The position peaked at $420K in Q4 2017. 172 funds tracked by Wall St. Rank hold KW as of Q1 2018.

  • Institutional & Family Asset Management reported no remaining Kennedy-Wilson Holdings position as of Q1 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 24,179 Kennedy-Wilson Holdings shares in Q1 2018, an estimated $420K.
  • Institutional & Family Asset Management first reported a position in Kennedy-Wilson Holdings in Q3 2017 and held it in 2 quarters.
  • Institutional & Family Asset Management's Kennedy-Wilson Holdings position peaked at $420K in Q4 2017.
  • 172 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2018.

Based on Institutional & Family Asset Management's 13F filing for Q1 2018, filed 14 May 2018.