SJ
KWY

Stilwell Joseph’s Kingsway Corp KWY Stock Holding History

Stilwell Joseph’s Portfolio KWY Stock Details KWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$20M Hold
3,609,718
– – 11.52% 1
2014
Q3 		$22.7M Buy
3,609,718
+594,953
+20% +$3.79M 14.64% 1
2014
Q2 		$18.9M Hold
3,014,765
– – 11.4% 1
2014
Q1 		$12.2M Hold
3,014,765
– – 7.61% 2
2013
Q4 		$11.7M Hold
3,014,765
– – 7.08% 2
2013
Q3 		$8.53M Buy
3,014,765
+634,953
+27% +$2.08M 4.98% 3
2013
Q2 		$8.59M Buy
+2,379,812
New +$8.47M 4.94% 3

Other funds holding KWY

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Stilwell Joseph's KWY Position: Q4 2014 in Review

Stilwell Joseph held its Kingsway Corp (KWY) position steady in Q4 2014 at 3,609,718 shares worth $20M. The position accounts for 11.52% of the portfolio, ranked #1.

Stilwell Joseph first reported a position in KWY in Q2 2013 and has held it in 7 quarters since. The position peaked at $22.7M in Q3 2014. 13 funds tracked by Wall St. Rank hold KWY as of Q4 2014.

  • Stilwell Joseph held 3,609,718 shares of Kingsway Corp worth $20M as of Q4 2014.
  • Stilwell Joseph left its Kingsway Corp share count unchanged in Q4 2014.
  • Kingsway Corp made up 11.52% of Stilwell Joseph's portfolio in Q4 2014, its #1 holding.
  • Stilwell Joseph first reported a position in Kingsway Corp in Q2 2013 and has held it in 7 quarters since.
  • Stilwell Joseph's Kingsway Corp position peaked at $22.7M in Q3 2014.
  • 13 funds tracked by Wall St. Rank held Kingsway Corp as of Q4 2014.

Based on Stilwell Joseph's 13F filing for Q4 2014, filed 26 Jan 2015.