SIC
KW

Salem Investment Counselors’s Kennedy-Wilson Holdings KW Stock Holding History

Salem Investment Counselors’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
2015
Q2 		– Sell
-24,900
Closed -$651K – 272
2015
Q1 		$651K Buy
+24,900
New +$660K 0.08% 174

Other funds holding KW

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Salem Investment Counselors's KW Position: Q2 2015 in Review

Salem Investment Counselors sold out of Kennedy-Wilson Holdings (KW) in Q2 2015, closing a stake of 24,900 shares — an estimated $651K sold.

Salem Investment Counselors first reported a position in KW in Q1 2015 and held it in 1 quarter. The position peaked at $651K in Q1 2015. 142 funds tracked by Wall St. Rank hold KW as of Q2 2015.

  • Salem Investment Counselors reported no remaining Kennedy-Wilson Holdings position as of Q2 2015 after selling out during the quarter.
  • Salem Investment Counselors sold 24,900 Kennedy-Wilson Holdings shares in Q2 2015, an estimated $651K.
  • Salem Investment Counselors first reported a position in Kennedy-Wilson Holdings in Q1 2015 and held it in 1 quarter.
  • Salem Investment Counselors's Kennedy-Wilson Holdings position peaked at $651K in Q1 2015.
  • 142 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2015.

Based on Salem Investment Counselors's 13F filing for Q2 2015, filed 14 Aug 2015.