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Community Financial System’s Kimco Realty KIM Stock Holding History

Community Financial System’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
2014
Q3 		$56K Hold
2,535
– – 0.01% 229
2014
Q2 		$58K Hold
2,535
– – 0.01% 228
2014
Q1 		$55K Hold
2,535
– – 0.01% 230
2013
Q4 		$50K Hold
2,535
– – 0.01% 239
2013
Q3 		$51K Hold
2,535
– – 0.01% 229
2013
Q2 		$54K Buy
+2,535
New +$58K 0.02% 214

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Community Financial System's KIM Position: Q3 2014 in Review

Community Financial System held its Kimco Realty (KIM) position steady in Q3 2014 at 2,535 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #229.

Community Financial System first reported a position in KIM in Q2 2013 and has held it in 6 quarters since. The position peaked at $58K in Q2 2014. 373 funds tracked by Wall St. Rank hold KIM as of Q3 2014.

  • Community Financial System held 2,535 shares of Kimco Realty worth $56K as of Q3 2014.
  • Community Financial System left its Kimco Realty share count unchanged in Q3 2014.
  • Kimco Realty made up 0.01% of Community Financial System's portfolio in Q3 2014, its #229 holding.
  • Community Financial System first reported a position in Kimco Realty in Q2 2013 and has held it in 6 quarters since.
  • Community Financial System's Kimco Realty position peaked at $58K in Q2 2014.
  • 373 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.