WWMSC
KW

Wagner Wealth Management (South Carolina)’s Kennedy-Wilson Holdings KW Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q1 		– Sell
-1,129
Closed -$20K – 657
2017
Q4 		$20K Buy
+1,129
New +$21.3K 0.02% 305

Other funds holding KW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s KW Position: Q1 2018 in Review

Wagner Wealth Management (South Carolina) sold out of Kennedy-Wilson Holdings (KW) in Q1 2018, closing a stake of 1,129 shares — an estimated $20K sold.

Wagner Wealth Management (South Carolina) first reported a position in KW in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 172 funds tracked by Wall St. Rank hold KW as of Q1 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining Kennedy-Wilson Holdings position as of Q1 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 1,129 Kennedy-Wilson Holdings shares in Q1 2018, an estimated $20K.
  • Wagner Wealth Management (South Carolina) first reported a position in Kennedy-Wilson Holdings in Q4 2017 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Kennedy-Wilson Holdings position peaked at $20K in Q4 2017.
  • 172 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2018, filed 10 May 2018.