JFA
KW

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

JNBA 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
2016
Q4 		– Sell
-3,200
Closed -$72K – 940
2016
Q3 		$72K Buy
+3,200
New +$68K 0.01% 435

Other funds holding KW

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JNBA Financial Advisors's KW Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Kennedy-Wilson Holdings (KW) in Q4 2016, closing a stake of 3,200 shares — an estimated $72K sold.

JNBA Financial Advisors first reported a position in KW in Q3 2016 and held it in 1 quarter. The position peaked at $72K in Q3 2016. 138 funds tracked by Wall St. Rank hold KW as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Kennedy-Wilson Holdings position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 3,200 Kennedy-Wilson Holdings shares in Q4 2016, an estimated $72K.
  • JNBA Financial Advisors first reported a position in Kennedy-Wilson Holdings in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Kennedy-Wilson Holdings position peaked at $72K in Q3 2016.
  • 138 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.