SFFS
KW

Stonehage Fleming Financial Services’s Kennedy-Wilson Holdings KW Stock Holding History

Stonehage Fleming Financial Services’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
Q3 		– Sell
-1,500
Closed -$37K – 140
2015
Q2 		$37K Hold
1,500
– – ﹤0.01% 123
2015
Q1 		$39K Hold
1,500
– – ﹤0.01% 136
2014
Q4 		$38K Buy
+1,500
New +$38.6K ﹤0.01% 145

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Stonehage Fleming Financial Services's KW Position: Q3 2015 in Review

Stonehage Fleming Financial Services sold out of Kennedy-Wilson Holdings (KW) in Q3 2015, closing a stake of 1,500 shares — an estimated $37K sold.

Stonehage Fleming Financial Services first reported a position in KW in Q4 2014 and held it in 3 quarters. The position peaked at $39K in Q1 2015. 129 funds tracked by Wall St. Rank hold KW as of Q3 2015.

  • Stonehage Fleming Financial Services reported no remaining Kennedy-Wilson Holdings position as of Q3 2015 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 1,500 Kennedy-Wilson Holdings shares in Q3 2015, an estimated $37K.
  • Stonehage Fleming Financial Services first reported a position in Kennedy-Wilson Holdings in Q4 2014 and held it in 3 quarters.
  • Stonehage Fleming Financial Services's Kennedy-Wilson Holdings position peaked at $39K in Q1 2015.
  • 129 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2015.

Based on Stonehage Fleming Financial Services's 13F filing for Q3 2015, filed 11 Oct 2019.