Burt Wealth Advisors’s Kimco Realty KIM Stock Holding History

Burt 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
2020 Q1	–	Sell	-53	Closed	-$1K	–	415
2019 Q4	$1K	Hold	53	–	–	﹤0.01%	330
2019 Q3	$1K	Hold	53	–	–	﹤0.01%	330
2019 Q2	$1K	Hold	53	–	–	﹤0.01%	333
2019 Q1	$1K	Hold	53	–	–	﹤0.01%	347
2018 Q4	$1K	Hold	53	–	–	﹤0.01%	345
2018 Q3	$1K	Hold	53	–	–	﹤0.01%	371
2018 Q2	$1K	Hold	53	–	–	﹤0.01%	356
2018 Q1	$1K	Hold	53	–	–	﹤0.01%	365
2017 Q4	$1K	Hold	53	–	–	﹤0.01%	358
2017 Q3	$1K	Hold	53	–	–	﹤0.01%	340
2017 Q2	$1K	Hold	53	–	–	﹤0.01%	387
2017 Q1	$1K	Hold	53	–	–	﹤0.01%	338
2016 Q4	$1K	Hold	53	–	–	﹤0.01%	375
2016 Q3	$1K	Hold	53	–	–	﹤0.01%	374
2016 Q2	$2K	Hold	53	–	–	﹤0.01%	364
2016 Q1	$2K	Hold	53	–	–	﹤0.01%	454
2015 Q4	$1K	Hold	53	–	–	﹤0.01%	495
2015 Q3	$1K	Hold	53	–	–	﹤0.01%	366
2015 Q2	$1K	Hold	53	–	–	﹤0.01%	371
2015 Q1	$1K	Hold	53	–	–	﹤0.01%	339
2014 Q4	$1K	Buy	+53	New	+$1.3K	﹤0.01%	337

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Burt Wealth Advisors's KIM Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Kimco Realty (KIM) in Q1 2020, closing a stake of 53 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in KIM in Q4 2014 and held it in 21 quarters. The position peaked at $2K in Q2 2016. 421 funds tracked by Wall St. Rank hold KIM as of Q1 2020.

Burt Wealth Advisors reported no remaining Kimco Realty position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 53 Kimco Realty shares in Q1 2020, an estimated $1K.
Burt Wealth Advisors first reported a position in Kimco Realty in Q4 2014 and held it in 21 quarters.
Burt Wealth Advisors's Kimco Realty position peaked at $2K in Q2 2016.
421 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.