KCM
PW

Kennedy Capital Management’s Power REIT PW Stock Holding History

Kennedy Capital Management’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,489
Closed -$224K – 717
2019
Q4 		$224K Sell
2,489
-1,229
-33% -$109K 0.01% 678
2019
Q3 		$377K Buy
+3,718
New +$340K 0.01% 651

Other funds holding PW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kennedy Capital Management's PW Position: Q1 2020 in Review

Kennedy Capital Management sold out of Power REIT (PW) in Q1 2020, closing a stake of 2,489 shares — an estimated $224K sold.

Kennedy Capital Management first reported a position in PW in Q3 2019 and held it in 2 quarters. The position peaked at $377K in Q3 2019. 12 funds tracked by Wall St. Rank hold PW as of Q1 2020.

  • Kennedy Capital Management reported no remaining Power REIT position as of Q1 2020 after selling out during the quarter.
  • Kennedy Capital Management sold 2,489 Power REIT shares in Q1 2020, an estimated $224K.
  • Kennedy Capital Management first reported a position in Power REIT in Q3 2019 and held it in 2 quarters.
  • Kennedy Capital Management's Power REIT position peaked at $377K in Q3 2019.
  • 12 funds tracked by Wall St. Rank held Power REIT as of Q1 2020.

Based on Kennedy Capital Management's 13F filing for Q1 2020, filed 15 May 2020.