V
KW

Veritable’s Kennedy-Wilson Holdings KW Stock Holding History

Veritable’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
-254,127
Closed -$6.64M – 817
2015
Q1 		$6.64M Hold
254,127
– – 0.14% 120
2014
Q4 		$6.43M Hold
254,127
– – 0.13% 125
2014
Q3 		$6.09M Buy
+254,127
New +$6.42M 0.13% 124

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 $5.89B AUM 28.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Veritable's KW Position: Q2 2015 in Review

Veritable sold out of Kennedy-Wilson Holdings (KW) in Q2 2015, closing a stake of 254,127 shares — an estimated $6.64M sold.

Veritable first reported a position in KW in Q3 2014 and held it in 3 quarters. The position peaked at $6.64M in Q1 2015. 142 funds tracked by Wall St. Rank hold KW as of Q2 2015.

  • Veritable reported no remaining Kennedy-Wilson Holdings position as of Q2 2015 after selling out during the quarter.
  • Veritable sold 254,127 Kennedy-Wilson Holdings shares in Q2 2015, an estimated $6.64M.
  • Veritable first reported a position in Kennedy-Wilson Holdings in Q3 2014 and held it in 3 quarters.
  • Veritable's Kennedy-Wilson Holdings position peaked at $6.64M in Q1 2015.
  • 142 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.