Kings Point Capital Management’s Kennedy-Wilson Holdings KW Stock Holding History

Kings Point Capital 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 Q3	–	Sell	-41,000	Closed	-$867K	–	369
2018 Q2	$867K	Hold	41,000	–	–	0.17%	97
2018 Q1	$713K	Hold	41,000	–	–	0.14%	101
2017 Q4	$711K	Hold	41,000	–	–	0.15%	95
2017 Q3	$761K	Hold	41,000	–	–	0.17%	88
2017 Q2	$781K	Hold	41,000	–	–	0.18%	90
2017 Q1	$910K	Hold	41,000	–	–	0.21%	82
2016 Q4	$841K	Buy	+41,000	New	+$876K	0.21%	79
2015 Q4	–	Sell	-27,400	Closed	-$607K	–	370
2015 Q3	$607K	Hold	27,400	–	–	0.16%	89
2015 Q2	$674K	Buy	27,400 +8,400	+44%	+$215K	0.16%	91
2015 Q1	$497K	Buy	+19,000	New	+$503K	0.12%	93

Other funds holding KW

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Kings Point Capital Management's KW Position: Q3 2018 in Review

Kings Point Capital Management sold out of Kennedy-Wilson Holdings (KW) in Q3 2018, closing a stake of 41,000 shares — an estimated $867K sold.

Kings Point Capital Management first reported a position in KW in Q1 2015 and held it in 10 quarters. The position peaked at $910K in Q1 2017. 165 funds tracked by Wall St. Rank hold KW as of Q3 2018.

Kings Point Capital Management reported no remaining Kennedy-Wilson Holdings position as of Q3 2018 after selling out during the quarter.
Kings Point Capital Management sold 41,000 Kennedy-Wilson Holdings shares in Q3 2018, an estimated $867K.
Kings Point Capital Management first reported a position in Kennedy-Wilson Holdings in Q1 2015 and held it in 10 quarters.
Kings Point Capital Management's Kennedy-Wilson Holdings position peaked at $910K in Q1 2017.
165 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2018.

Based on Kings Point Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.