PMFA
KW

Plante Moran Financial Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Plante Moran Financial 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
2019
Q2 		– Sell
-725
Closed -$16K – 813
2019
Q1 		$16K Buy
+725
New +$14.7K 0.01% 504

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Principal Financial Group
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Wellington Management Group
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EP
Elkhorn Partners Omaha, Nebraska $117M AUM 28.12% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's KW Position: Q2 2019 in Review

Plante Moran Financial Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2019, closing a stake of 725 shares — an estimated $16K sold.

Plante Moran Financial Advisors first reported a position in KW in Q1 2019 and held it in 1 quarter. The position peaked at $16K in Q1 2019. 172 funds tracked by Wall St. Rank hold KW as of Q2 2019.

  • Plante Moran Financial Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 725 Kennedy-Wilson Holdings shares in Q2 2019, an estimated $16K.
  • Plante Moran Financial Advisors first reported a position in Kennedy-Wilson Holdings in Q1 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Kennedy-Wilson Holdings position peaked at $16K in Q1 2019.
  • 172 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.