PIA
KW

Piedmont Investment Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Piedmont Investment Advisors’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
-2,350
Closed -$50K – 1697
2018
Q2 		$50K Buy
+2,350
New +$46K ﹤0.01% 1291
2017
Q2 		– Sell
-73,025
Closed -$1.62M – 775
2017
Q1 		$1.62M Buy
73,025
+46,809
+179% +$985K 0.03% 262
2016
Q4 		$537K Hold
26,216
– – 0.01% 315
2016
Q3 		$591K Buy
26,216
+26,000
+12,037% +$553K 0.01% 274
2016
Q2 		$4.09K Buy
+216
New +$4.47K ﹤0.01% 276

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Piedmont Investment Advisors's KW Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Kennedy-Wilson Holdings (KW) in Q3 2018, closing a stake of 2,350 shares — an estimated $50K sold.

Piedmont Investment Advisors first reported a position in KW in Q2 2016 and held it in 5 quarters. The position peaked at $1.62M in Q1 2017. 165 funds tracked by Wall St. Rank hold KW as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Kennedy-Wilson Holdings position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 2,350 Kennedy-Wilson Holdings shares in Q3 2018, an estimated $50K.
  • Piedmont Investment Advisors first reported a position in Kennedy-Wilson Holdings in Q2 2016 and held it in 5 quarters.
  • Piedmont Investment Advisors's Kennedy-Wilson Holdings position peaked at $1.62M in Q1 2017.
  • 165 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.