Apriem Advisors’s Kimco Realty KIM Stock Holding History

Apriem 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
2017 Q1	–	Sell	-150	Closed	-$4K	–	699
2016 Q4	$4K	Buy	+150	New	+$3.95K	﹤0.01%	533

Other funds holding KIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CIMLRA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Apriem Advisors's KIM Position: Q1 2017 in Review

Apriem Advisors sold out of Kimco Realty (KIM) in Q1 2017, closing a stake of 150 shares — an estimated $4K sold.

Apriem Advisors first reported a position in KIM in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 408 funds tracked by Wall St. Rank hold KIM as of Q1 2017.

Apriem Advisors reported no remaining Kimco Realty position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 150 Kimco Realty shares in Q1 2017, an estimated $4K.
Apriem Advisors first reported a position in Kimco Realty in Q4 2016 and held it in 1 quarter.
Apriem Advisors's Kimco Realty position peaked at $4K in Q4 2016.
408 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.