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Beacon Financial Group’s Kimco Realty KIM Stock Holding History

Beacon Financial Group’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
2014
Q3 		– Sell
-15,578
Closed -$358K – 194
2014
Q2 		$358K Sell
15,578
-3,778
-20% -$85.8K 0.08% 130
2014
Q1 		$423K Buy
19,356
+2,039
+12% +$43.4K 0.09% 125
2013
Q4 		$345K Buy
+17,317
New +$358K 0.07% 150

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Beacon Financial Group's KIM Position: Q3 2014 in Review

Beacon Financial Group sold out of Kimco Realty (KIM) in Q3 2014, closing a stake of 15,578 shares — an estimated $358K sold.

Beacon Financial Group first reported a position in KIM in Q4 2013 and held it in 3 quarters. The position peaked at $423K in Q1 2014. 374 funds tracked by Wall St. Rank hold KIM as of Q3 2014.

  • Beacon Financial Group reported no remaining Kimco Realty position as of Q3 2014 after selling out during the quarter.
  • Beacon Financial Group sold 15,578 Kimco Realty shares in Q3 2014, an estimated $358K.
  • Beacon Financial Group first reported a position in Kimco Realty in Q4 2013 and held it in 3 quarters.
  • Beacon Financial Group's Kimco Realty position peaked at $423K in Q1 2014.
  • 374 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2014.

Based on Beacon Financial Group's 13F filing for Q3 2014, filed 2 Oct 2014.