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Affinity Investment Advisors’s Kimco Realty KIM Stock Holding History

Affinity Investment Advisors’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
2020
Q2 		– Sell
-11,470
Closed -$111K – 150
2020
Q1 		$111K Hold
11,470
– – 0.06% 133
2019
Q4 		$238K Sell
11,470
-1,089
-9% -$22.8K 0.09% 134
2019
Q3 		$262K Buy
12,559
+220
+2% +$4.19K 0.08% 125
2019
Q2 		$228K Buy
12,339
+869
+8% +$15.7K 0.07% 137
2019
Q1 		$212K Hold
11,470
– – 0.04% 138
2018
Q4 		$168K Buy
+11,470
New +$180K 0.03% 139
2016
Q3 		– Sell
-7,379
Closed -$232K – 166
2016
Q2 		$232K Hold
7,379
– – 0.02% 146
2016
Q1 		$212K Buy
+7,379
New +$199K 0.02% 149

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Affinity Investment Advisors's KIM Position: Q2 2020 in Review

Affinity Investment Advisors sold out of Kimco Realty (KIM) in Q2 2020, closing a stake of 11,470 shares — an estimated $111K sold.

Affinity Investment Advisors first reported a position in KIM in Q1 2016 and held it in 8 quarters. The position peaked at $262K in Q3 2019. 401 funds tracked by Wall St. Rank hold KIM as of Q2 2020.

  • Affinity Investment Advisors reported no remaining Kimco Realty position as of Q2 2020 after selling out during the quarter.
  • Affinity Investment Advisors sold 11,470 Kimco Realty shares in Q2 2020, an estimated $111K.
  • Affinity Investment Advisors first reported a position in Kimco Realty in Q1 2016 and held it in 8 quarters.
  • Affinity Investment Advisors's Kimco Realty position peaked at $262K in Q3 2019.
  • 401 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2020.

Based on Affinity Investment Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.