Advisory Research’s Kimco Realty KIM Stock Holding History

Advisory Research’s Portfolio KIM Stock Details KIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-3,104	Closed	-$68K	–	506
2014 Q1	$68K	Buy	+3,104	New	+$66.1K	﹤0.01%	618

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Advisory Research's KIM Position: Q2 2014 in Review

Advisory Research sold out of Kimco Realty (KIM) in Q2 2014, closing a stake of 3,104 shares — an estimated $68K sold.

Advisory Research first reported a position in KIM in Q1 2014 and held it in 1 quarter. The position peaked at $68K in Q1 2014. 375 funds tracked by Wall St. Rank hold KIM as of Q2 2014.

Advisory Research reported no remaining Kimco Realty position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 3,104 Kimco Realty shares in Q2 2014, an estimated $68K.
Advisory Research first reported a position in Kimco Realty in Q1 2014 and held it in 1 quarter.
Advisory Research's Kimco Realty position peaked at $68K in Q1 2014.
375 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.