PCP
KW

Proficio Capital Partners’s Kennedy-Wilson Holdings KW Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-153
Closed -$3K – 883
2019
Q2 		$3K Hold
153
– – ﹤0.01% 1402
2019
Q1 		$3K Hold
153
– – ﹤0.01% 1252
2018
Q4 		$3K Buy
153
+50
+49% +$959 ﹤0.01% 956
2018
Q3 		$2K Buy
+103
New +$2.21K ﹤0.01% 1090

Other funds holding KW

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FFH
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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
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

Proficio Capital Partners's KW Position: Q3 2019 in Review

Proficio Capital Partners sold out of Kennedy-Wilson Holdings (KW) in Q3 2019, closing a stake of 153 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in KW in Q3 2018 and held it in 4 quarters. The position peaked at $3K in Q2 2019. 173 funds tracked by Wall St. Rank hold KW as of Q3 2019.

  • Proficio Capital Partners reported no remaining Kennedy-Wilson Holdings position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 153 Kennedy-Wilson Holdings shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in Kennedy-Wilson Holdings in Q3 2018 and held it in 4 quarters.
  • Proficio Capital Partners's Kennedy-Wilson Holdings position peaked at $3K in Q2 2019.
  • 173 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.