APP
KIM icon

Avantax Planning Partners’s Kimco Realty KIM Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-800
Closed -$13K – 776
2018
Q3 		$13K Buy
+800
New +$13.4K ﹤0.01% 812
2018
Q2 		– Sell
-840
Closed -$12K – 886
2018
Q1 		$12K Buy
+840
New +$12.9K ﹤0.01% 969

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Avantax Planning Partners's KIM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Kimco Realty (KIM) in Q4 2018, closing a stake of 800 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in KIM in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 433 funds tracked by Wall St. Rank hold KIM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Kimco Realty position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 800 Kimco Realty shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Kimco Realty in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Kimco Realty position peaked at $13K in Q3 2018.
  • 433 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.