MIAN
KW

Mariner Independent Advisor Network’s Kennedy-Wilson Holdings KW Stock Holding History

Mariner Independent Advisor Network’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
Q1 		– Sell
-14,407
Closed -$347K – 114
2015
Q4 		$347K Buy
+14,407
New +$354K 0.23% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Goldman Sachs
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mariner Independent Advisor Network's KW Position: Q1 2016 in Review

Mariner Independent Advisor Network sold out of Kennedy-Wilson Holdings (KW) in Q1 2016, closing a stake of 14,407 shares — an estimated $347K sold.

Mariner Independent Advisor Network first reported a position in KW in Q4 2015 and held it in 1 quarter. The position peaked at $347K in Q4 2015. 142 funds tracked by Wall St. Rank hold KW as of Q1 2016.

  • Mariner Independent Advisor Network reported no remaining Kennedy-Wilson Holdings position as of Q1 2016 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 14,407 Kennedy-Wilson Holdings shares in Q1 2016, an estimated $347K.
  • Mariner Independent Advisor Network first reported a position in Kennedy-Wilson Holdings in Q4 2015 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Kennedy-Wilson Holdings position peaked at $347K in Q4 2015.
  • 142 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2016.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2016, filed 25 May 2016.