BerganKDV Wealth Management’s Kimco Realty KIM Stock Holding History

BerganKDV Wealth Management’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
2020 Q2	–	Sell	-668	Closed	-$6K	–	1026
2020 Q1	$6K	Buy	668 +9	+1%	+$155	﹤0.01%	559
2019 Q4	$14K	Buy	659 +9	+1%	+$189	﹤0.01%	492
2019 Q3	$14K	Buy	+650	New	+$12.4K	﹤0.01%	472
2019 Q2	–	Hold	0	–	–	–	494
2019 Q1	–	Hold	0	–	–	–	504
2018 Q4	–	Hold	0	–	–	–	494
2018 Q3	–	Hold	0	–	–	–	491
2018 Q2	–	Hold	0	–	–	–	504

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

BerganKDV Wealth Management's KIM Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Kimco Realty (KIM) in Q2 2020, closing a stake of 668 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in KIM in Q3 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 401 funds tracked by Wall St. Rank hold KIM as of Q2 2020.

BerganKDV Wealth Management reported no remaining Kimco Realty position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 668 Kimco Realty shares in Q2 2020, an estimated $6K.
BerganKDV Wealth Management first reported a position in Kimco Realty in Q3 2019 and held it in 3 quarters.
BerganKDV Wealth Management's Kimco Realty position peaked at $14K in Q4 2019.
401 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.