Bristol Advisors’s Kimco Realty KIM Stock Holding History

Bristol 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
2018 Q4	–	Sell	-15,000	Closed	-$251K	–	71
2018 Q3	$251K	Sell	15,000 -37,000	-71%	-$621K	0.42%	34
2018 Q2	$883K	Buy	+52,000	New	+$785K	1.74%	17

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Bristol Advisors's KIM Position: Q4 2018 in Review

Bristol Advisors sold out of Kimco Realty (KIM) in Q4 2018, closing a stake of 15,000 shares — an estimated $251K sold.

Bristol Advisors first reported a position in KIM in Q2 2018 and held it in 2 quarters. The position peaked at $883K in Q2 2018. 434 funds tracked by Wall St. Rank hold KIM as of Q4 2018.

Bristol Advisors reported no remaining Kimco Realty position as of Q4 2018 after selling out during the quarter.
Bristol Advisors sold 15,000 Kimco Realty shares in Q4 2018, an estimated $251K.
Bristol Advisors first reported a position in Kimco Realty in Q2 2018 and held it in 2 quarters.
Bristol Advisors's Kimco Realty position peaked at $883K in Q2 2018.
434 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2018.

Based on Bristol Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.