Alpha Omega Wealth Management’s Kimco Realty KIM Stock Holding History

Alpha Omega Wealth Management’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
2019 Q3	–	Sell	-600	Closed	-$11K	–	401
2019 Q2	$11K	Hold	600	–	–	﹤0.01%	428
2019 Q1	$11K	Hold	600	–	–	﹤0.01%	415
2018 Q4	$9K	Hold	600	–	–	﹤0.01%	375
2018 Q3	$10K	Hold	600	–	–	﹤0.01%	379
2018 Q2	$10K	Hold	600	–	–	﹤0.01%	378
2018 Q1	$9K	Hold	600	–	–	﹤0.01%	351
2017 Q4	$11K	Buy	+600	New	+$11.2K	0.01%	339
2017 Q3	–	Sell	-600	Closed	-$11K	–	470
2017 Q2	$11K	Hold	600	–	–	0.01%	338
2017 Q1	$13K	Hold	600	–	–	0.01%	325
2016 Q4	$15K	Hold	600	–	–	0.01%	311
2016 Q3	$17K	Hold	600	–	–	0.01%	146
2016 Q2	$19K	Hold	600	–	–	0.02%	144
2016 Q1	$17K	Hold	600	–	–	0.01%	145
2015 Q4	$16K	Buy	+600	New	+$15.6K	0.01%	142

Other funds holding KIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alpha Omega Wealth Management's KIM Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of Kimco Realty (KIM) in Q3 2019, closing a stake of 600 shares — an estimated $11K sold.

Alpha Omega Wealth Management first reported a position in KIM in Q4 2015 and held it in 14 quarters. The position peaked at $19K in Q2 2016. 433 funds tracked by Wall St. Rank hold KIM as of Q3 2019.

Alpha Omega Wealth Management reported no remaining Kimco Realty position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 600 Kimco Realty shares in Q3 2019, an estimated $11K.
Alpha Omega Wealth Management first reported a position in Kimco Realty in Q4 2015 and held it in 14 quarters.
Alpha Omega Wealth Management's Kimco Realty position peaked at $19K in Q2 2016.
433 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.