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Advantage Investment Management’s Kite Realty KRG Stock Holding History

Advantage Investment Management’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-225
Closed -$4K – 1051
2018
Q2 		$4K Hold
225
– – ﹤0.01% 790
2018
Q1 		$3K Hold
225
– – ﹤0.01% 869
2017
Q4 		$4K Sell
225
-198
-47% -$3.85K ﹤0.01% 849
2017
Q3 		$9K Hold
423
– – ﹤0.01% 715
2017
Q2 		$8K Buy
+423
New +$8.3K ﹤0.01% 748
2015
Q2 		– Sell
-3,259
Closed -$92K – 884
2015
Q1 		$92K Hold
3,259
– – 0.05% 253
2014
Q4 		$94K Buy
+3,259
New +$86.2K 0.07% 220

Other funds holding KRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advantage Investment Management's KRG Position: Q3 2018 in Review

Advantage Investment Management sold out of Kite Realty (KRG) in Q3 2018, closing a stake of 225 shares — an estimated $4K sold.

Advantage Investment Management first reported a position in KRG in Q4 2014 and held it in 7 quarters. The position peaked at $94K in Q4 2014. 244 funds tracked by Wall St. Rank hold KRG as of Q3 2018.

  • Advantage Investment Management reported no remaining Kite Realty position as of Q3 2018 after selling out during the quarter.
  • Advantage Investment Management sold 225 Kite Realty shares in Q3 2018, an estimated $4K.
  • Advantage Investment Management first reported a position in Kite Realty in Q4 2014 and held it in 7 quarters.
  • Advantage Investment Management's Kite Realty position peaked at $94K in Q4 2014.
  • 244 funds tracked by Wall St. Rank held Kite Realty as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.