Aldebaran Financial’s Kite Realty KRG Stock Holding History

Aldebaran Financial’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
2015 Q2	–	Sell	-8,000	Closed	-$225K	–	110
2015 Q1	$225K	Sell	8,000 -2,000	-20%	-$58K	0.19%	100
2014 Q4	$287K	Sell	10,000 -5,425	-35%	-$144K	0.25%	91
2014 Q3	$374K	Buy	+15,425	New	+$391K	0.33%	78

Other funds holding KRG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

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

BIT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Aldebaran Financial's KRG Position: Q2 2015 in Review

Aldebaran Financial sold out of Kite Realty (KRG) in Q2 2015, closing a stake of 8,000 shares — an estimated $225K sold.

Aldebaran Financial first reported a position in KRG in Q3 2014 and held it in 3 quarters. The position peaked at $374K in Q3 2014. 215 funds tracked by Wall St. Rank hold KRG as of Q2 2015.

Aldebaran Financial reported no remaining Kite Realty position as of Q2 2015 after selling out during the quarter.
Aldebaran Financial sold 8,000 Kite Realty shares in Q2 2015, an estimated $225K.
Aldebaran Financial first reported a position in Kite Realty in Q3 2014 and held it in 3 quarters.
Aldebaran Financial's Kite Realty position peaked at $374K in Q3 2014.
215 funds tracked by Wall St. Rank held Kite Realty as of Q2 2015.

Based on Aldebaran Financial's 13F filing for Q2 2015, filed 14 Aug 2015.