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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Bartlett & Co's KIM Position: Q1 2018 in Review

Bartlett & Co sold out of Kimco Realty (KIM) in Q1 2018, closing a stake of 334 shares — an estimated $6K sold.

Bartlett & Co first reported a position in KIM in Q2 2013 and held it in 17 quarters. The position peaked at $86K in Q2 2016. 435 funds tracked by Wall St. Rank hold KIM as of Q1 2018.

Bartlett & Co reported no remaining Kimco Realty position as of Q1 2018 after selling out during the quarter.
Bartlett & Co sold 334 Kimco Realty shares in Q1 2018, an estimated $6K.
Bartlett & Co first reported a position in Kimco Realty in Q2 2013 and held it in 17 quarters.
Bartlett & Co's Kimco Realty position peaked at $86K in Q2 2016.
435 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2018.

Based on Bartlett & Co's 13F filing for Q1 2018, filed 25 Apr 2018.