PAG
KW

Private Advisor Group’s Kennedy-Wilson Holdings KW Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-200
Closed -$3K – 2600
2020
Q2 		$3K Buy
+200
New +$2.88K ﹤0.01% 3451

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
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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Advisor Group's KW Position: Q3 2020 in Review

Private Advisor Group sold out of Kennedy-Wilson Holdings (KW) in Q3 2020, closing a stake of 200 shares — an estimated $3K sold.

Private Advisor Group first reported a position in KW in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 188 funds tracked by Wall St. Rank hold KW as of Q3 2020.

  • Private Advisor Group reported no remaining Kennedy-Wilson Holdings position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 200 Kennedy-Wilson Holdings shares in Q3 2020, an estimated $3K.
  • Private Advisor Group first reported a position in Kennedy-Wilson Holdings in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Kennedy-Wilson Holdings position peaked at $3K in Q2 2020.
  • 188 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.