Baldwin Wealth Partners’s KIMCO REALTY CORPORATION Class I Depositary Shares KIM.PRI.CL Stock Holding History

Baldwin Wealth Partners’s Portfolio KIM.PRI.CL Stock Details KIM.PRI.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-10,000	Closed	-$259K	–	512
2015 Q4	$259K	Hold	10,000	–	–	0.04%	196
2015 Q3	$252K	Hold	10,000	–	–	0.04%	200
2015 Q2	$246K	Hold	10,000	–	–	0.04%	210
2015 Q1	$259K	Hold	10,000	–	–	0.04%	207
2014 Q4	$251K	Hold	10,000	–	–	0.04%	215
2014 Q3	$250K	Hold	10,000	–	–	0.04%	227
2014 Q2	$248K	Sell	10,000 -500	-5%	-$12K	0.04%	216
2014 Q1	$238K	Hold	10,500	–	–	0.04%	217
2013 Q4	$219K	Sell	10,500 -10,825	-51%	-$232K	0.04%	220
2013 Q3	$468K	Sell	21,325 -18,700	-47%	-$430K	0.09%	164
2013 Q2	$996K	Buy	+40,025	New	+$1.05M	0.2%	113

Other funds holding KIM.PRI.CL

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Baldwin Wealth Partners's KIM.PRI.CL Position: Q1 2016 in Review

Baldwin Wealth Partners sold out of KIMCO REALTY CORPORATION Class I Depositary Shares (KIM.PRI.CL) in Q1 2016, closing a stake of 10,000 shares — an estimated $259K sold.

Baldwin Wealth Partners first reported a position in KIM.PRI.CL in Q2 2013 and held it in 11 quarters. The position peaked at $996K in Q2 2013. 10 funds tracked by Wall St. Rank hold KIM.PRI.CL as of Q1 2016.

Baldwin Wealth Partners reported no remaining KIMCO REALTY CORPORATION Class I Depositary Shares position as of Q1 2016 after selling out during the quarter.
Baldwin Wealth Partners sold 10,000 KIMCO REALTY CORPORATION Class I Depositary Shares shares in Q1 2016, an estimated $259K.
Baldwin Wealth Partners first reported a position in KIMCO REALTY CORPORATION Class I Depositary Shares in Q2 2013 and held it in 11 quarters.
Baldwin Wealth Partners's KIMCO REALTY CORPORATION Class I Depositary Shares position peaked at $996K in Q2 2013.
10 funds tracked by Wall St. Rank held KIMCO REALTY CORPORATION Class I Depositary Shares as of Q1 2016.

Based on Baldwin Wealth Partners's 13F filing for Q1 2016, filed 12 May 2016.