BC
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Bartlett & Co’s Kimco Realty KIM Stock Holding History

Bartlett & Co’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
Q1 		– Sell
-334
Closed -$6K – 749
2017
Q4 		$6K Buy
+334
New +$6.25K ﹤0.01% 619
2017
Q2 		– Sell
-2,750
Closed -$61K – 694
2017
Q1 		$61K Hold
2,750
– – ﹤0.01% 406
2016
Q4 		$69K Hold
2,750
– – ﹤0.01% 371
2016
Q3 		$80K Hold
2,750
– – ﹤0.01% 343
2016
Q2 		$86K Hold
2,750
– – ﹤0.01% 333
2016
Q1 		$79K Hold
2,750
– – ﹤0.01% 339
2015
Q4 		$73K Hold
2,750
– – ﹤0.01% 359
2015
Q3 		$67K Hold
2,750
– – ﹤0.01% 365
2015
Q2 		$62K Hold
2,750
– – ﹤0.01% 399
2015
Q1 		$74K Hold
2,750
– – ﹤0.01% 365
2014
Q4 		$69K Hold
2,750
– – ﹤0.01% 373
2014
Q3 		$60K Hold
2,750
– – ﹤0.01% 401
2014
Q2 		$63K Hold
2,750
– – ﹤0.01% 408
2014
Q1 		$60K Hold
2,750
– – ﹤0.01% 406
2013
Q4 		$54K Hold
2,750
– – ﹤0.01% 393
2013
Q3 		$55K Hold
2,750
– – ﹤0.01% 391
2013
Q2 		$59K Buy
+2,750
New +$62.9K ﹤0.01% 368

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return