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Beacon Pointe Wealth Advisors’s Kimco Realty KIM Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q3 		– Sell
-28,780
Closed -$532K – 277
2019
Q2 		$532K Buy
28,780
+10,116
+54% +$183K 0.11% 154
2019
Q1 		$345K Buy
+18,664
New +$320K 0.08% 188

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Pointe Wealth Advisors's KIM Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Kimco Realty (KIM) in Q3 2019, closing a stake of 28,780 shares — an estimated $532K sold.

Beacon Pointe Wealth Advisors first reported a position in KIM in Q1 2019 and held it in 2 quarters. The position peaked at $532K in Q2 2019. 433 funds tracked by Wall St. Rank hold KIM as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Kimco Realty position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 28,780 Kimco Realty shares in Q3 2019, an estimated $532K.
  • Beacon Pointe Wealth Advisors first reported a position in Kimco Realty in Q1 2019 and held it in 2 quarters.
  • Beacon Pointe Wealth Advisors's Kimco Realty position peaked at $532K in Q2 2019.
  • 433 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.