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Buckingham Strategic Wealth’s Kite Realty KRG Stock Holding History

Buckingham Strategic Wealth’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,420
Closed -$197K – 302
2017
Q2 		$197K Buy
+10,420
New +$205K 0.05% 284

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Buckingham Strategic Wealth's KRG Position: Q3 2017 in Review

Buckingham Strategic Wealth sold out of Kite Realty (KRG) in Q3 2017, closing a stake of 10,420 shares — an estimated $197K sold.

Buckingham Strategic Wealth first reported a position in KRG in Q2 2017 and held it in 1 quarter. The position peaked at $197K in Q2 2017. 228 funds tracked by Wall St. Rank hold KRG as of Q3 2017.

  • Buckingham Strategic Wealth reported no remaining Kite Realty position as of Q3 2017 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,420 Kite Realty shares in Q3 2017, an estimated $197K.
  • Buckingham Strategic Wealth first reported a position in Kite Realty in Q2 2017 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Kite Realty position peaked at $197K in Q2 2017.
  • 228 funds tracked by Wall St. Rank held Kite Realty as of Q3 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2017, filed 8 Nov 2017.