Community Bank & Trust (Waco, Texas)’s Kimco Realty KIM Stock Holding History

Community Bank & Trust (Waco, Texas)’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 Q1	–	Sell	-12,330	Closed	-$224K	–	134
2017 Q4	$224K	Sell	12,330 -26,025	-68%	-$487K	0.1%	121
2017 Q3	$750K	Sell	38,355 -1,950	-5%	-$38.2K	0.35%	77
2017 Q2	$740K	Sell	40,305 -27,705	-41%	-$543K	0.36%	75
2017 Q1	$1.5M	Buy	68,010 +966	+1%	+$23.2K	0.74%	52
2016 Q4	$1.69M	Sell	67,044 -3,105	-4%	-$81.8K	0.88%	46
2016 Q3	$2.03M	Sell	70,149 -6,635	-9%	-$202K	1.1%	34
2016 Q2	$2.41M	Buy	76,784 +4,159	+6%	+$120K	1.32%	25
2016 Q1	$2.09M	Sell	72,625 -2,175	-3%	-$58.7K	1.19%	32
2015 Q4	$1.98M	Buy	+74,800	New	+$1.95M	1.16%	34

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Community Bank & Trust (Waco, Texas)'s KIM Position: Q1 2018 in Review

Community Bank & Trust (Waco, Texas) sold out of Kimco Realty (KIM) in Q1 2018, closing a stake of 12,330 shares — an estimated $224K sold.

Community Bank & Trust (Waco, Texas) first reported a position in KIM in Q4 2015 and held it in 9 quarters. The position peaked at $2.41M in Q2 2016. 435 funds tracked by Wall St. Rank hold KIM as of Q1 2018.

Community Bank & Trust (Waco, Texas) reported no remaining Kimco Realty position as of Q1 2018 after selling out during the quarter.
Community Bank & Trust (Waco, Texas) sold 12,330 Kimco Realty shares in Q1 2018, an estimated $224K.
Community Bank & Trust (Waco, Texas) first reported a position in Kimco Realty in Q4 2015 and held it in 9 quarters.
Community Bank & Trust (Waco, Texas)'s Kimco Realty position peaked at $2.41M in Q2 2016.
435 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2018.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q1 2018, filed 18 Apr 2018.