WA
KW

WealthTrust-Arizona’s Kennedy-Wilson Holdings KW Stock Holding History

WealthTrust-Arizona’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
2014
Q4 		– Sell
-104
Closed -$2K – 648
2014
Q3 		$2K Hold
104
– – ﹤0.01% 557
2014
Q2 		$3K Hold
104
– – ﹤0.01% 523
2014
Q1 		$2K Hold
104
– – ﹤0.01% 571
2013
Q4 		$2K Buy
104
+2
+2% +$40 ﹤0.01% 556
2013
Q3 		$2K Buy
+102
New +$1.85K ﹤0.01% 545

Other funds holding KW

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

WealthTrust-Arizona's KW Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Kennedy-Wilson Holdings (KW) in Q4 2014, closing a stake of 104 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in KW in Q3 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2014. 131 funds tracked by Wall St. Rank hold KW as of Q4 2014.

  • WealthTrust-Arizona reported no remaining Kennedy-Wilson Holdings position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 104 Kennedy-Wilson Holdings shares in Q4 2014, an estimated $2K.
  • WealthTrust-Arizona first reported a position in Kennedy-Wilson Holdings in Q3 2013 and held it in 5 quarters.
  • WealthTrust-Arizona's Kennedy-Wilson Holdings position peaked at $3K in Q2 2014.
  • 131 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.