WI
KW

WBI Investments’s Kennedy-Wilson Holdings KW Stock Holding History

WBI Investments’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
Q3 		– Sell
-18,637
Closed -$394K – 295
2018
Q2 		$394K Buy
+18,637
New +$365K 0.02% 215

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 $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

WBI Investments's KW Position: Q3 2018 in Review

WBI Investments sold out of Kennedy-Wilson Holdings (KW) in Q3 2018, closing a stake of 18,637 shares — an estimated $394K sold.

WBI Investments first reported a position in KW in Q2 2018 and held it in 1 quarter. The position peaked at $394K in Q2 2018. 165 funds tracked by Wall St. Rank hold KW as of Q3 2018.

  • WBI Investments reported no remaining Kennedy-Wilson Holdings position as of Q3 2018 after selling out during the quarter.
  • WBI Investments sold 18,637 Kennedy-Wilson Holdings shares in Q3 2018, an estimated $394K.
  • WBI Investments first reported a position in Kennedy-Wilson Holdings in Q2 2018 and held it in 1 quarter.
  • WBI Investments's Kennedy-Wilson Holdings position peaked at $394K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2018.

Based on WBI Investments's 13F filing for Q3 2018, filed 31 Oct 2018.