OFW
KW

Omnia Family Wealth’s Kennedy-Wilson Holdings KW Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-58
Closed -$1K – 327
2019
Q1 		$1K Hold
58
– – ﹤0.01% 543
2018
Q4 		$1K Hold
58
– – ﹤0.01% 510
2018
Q3 		$1K Hold
58
– – ﹤0.01% 544
2018
Q2 		$1K Hold
58
– – ﹤0.01% 526
2018
Q1 		$1K Hold
58
– – ﹤0.01% 552
2017
Q4 		$1K Buy
+58
New +$1.09K ﹤0.01% 564
2017
Q3 		– Sell
-137
Closed -$3K – 656
2017
Q2 		$3K Hold
137
– – ﹤0.01% 515
2017
Q1 		$3K Hold
137
– – ﹤0.01% 513
2016
Q4 		$3K Buy
+137
New +$2.93K ﹤0.01% 516

Other funds holding KW

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EP
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Omnia Family Wealth's KW Position: Q2 2019 in Review

Omnia Family Wealth sold out of Kennedy-Wilson Holdings (KW) in Q2 2019, closing a stake of 58 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in KW in Q4 2016 and held it in 9 quarters. The position peaked at $3K in Q2 2017. 172 funds tracked by Wall St. Rank hold KW as of Q2 2019.

  • Omnia Family Wealth reported no remaining Kennedy-Wilson Holdings position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 58 Kennedy-Wilson Holdings shares in Q2 2019, an estimated $1K.
  • Omnia Family Wealth first reported a position in Kennedy-Wilson Holdings in Q4 2016 and held it in 9 quarters.
  • Omnia Family Wealth's Kennedy-Wilson Holdings position peaked at $3K in Q2 2017.
  • 172 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.