PCIA
KW

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

Prime Capital 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
2019
Q4 		– Sell
-385
Closed -$8K – 617
2019
Q3 		$8K Buy
+385
New +$8.2K ﹤0.01% 552

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 $204B AUM 27.99% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prime Capital Investment Advisors's KW Position: Q4 2019 in Review

Prime Capital Investment Advisors sold out of Kennedy-Wilson Holdings (KW) in Q4 2019, closing a stake of 385 shares — an estimated $8K sold.

Prime Capital Investment Advisors first reported a position in KW in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 187 funds tracked by Wall St. Rank hold KW as of Q4 2019.

  • Prime Capital Investment Advisors reported no remaining Kennedy-Wilson Holdings position as of Q4 2019 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 385 Kennedy-Wilson Holdings shares in Q4 2019, an estimated $8K.
  • Prime Capital Investment Advisors first reported a position in Kennedy-Wilson Holdings in Q3 2019 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Kennedy-Wilson Holdings position peaked at $8K in Q3 2019.
  • 187 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2019.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.