McAdam LLC’s Kennedy-Wilson Holdings KW Stock Holding History

McAdam LLC’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 Q4	–	Sell	-40	Closed	-$1K	–	368
2018 Q3	$1K	Buy	+40	New	+$857	﹤0.01%	596

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

McAdam LLC's KW Position: Q4 2018 in Review

McAdam LLC sold out of Kennedy-Wilson Holdings (KW) in Q4 2018, closing a stake of 40 shares — an estimated $1K sold.

McAdam LLC first reported a position in KW in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 173 funds tracked by Wall St. Rank hold KW as of Q4 2018.

McAdam LLC reported no remaining Kennedy-Wilson Holdings position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 40 Kennedy-Wilson Holdings shares in Q4 2018, an estimated $1K.
McAdam LLC first reported a position in Kennedy-Wilson Holdings in Q3 2018 and held it in 1 quarter.
McAdam LLC's Kennedy-Wilson Holdings position peaked at $1K in Q3 2018.
173 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.