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Constellation Investments’s Kimco Realty KIM Stock Holding History

Constellation Investments’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
2016
Q1 		$268K Buy
9,300
+200
+2% +$5.4K 0.05% 360
2015
Q4 		$241K Buy
9,100
+200
+2% +$5.21K 0.05% 376
2015
Q3 		$217K Hold
8,900
– – 0.04% 391
2015
Q2 		$201K Buy
8,900
+200
+2% +$4.88K 0.04% 420
2015
Q1 		$234K Buy
8,700
+400
+5% +$10.7K 0.04% 392
2014
Q4 		$209K Buy
+8,300
New +$203K 0.04% 395

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Constellation Investments's KIM Position: Q1 2016 in Review

Constellation Investments increased its Kimco Realty (KIM) stake by 2.2% in Q1 2016, buying an estimated $5.4K and bringing the position to 9,300 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #360.

Constellation Investments first reported a position in KIM in Q4 2014 and has held it in 6 quarters since. 414 funds tracked by Wall St. Rank hold KIM as of Q1 2016.

  • Constellation Investments held 9,300 shares of Kimco Realty worth $268K as of Q1 2016.
  • Constellation Investments bought 200 Kimco Realty shares in Q1 2016, an estimated $5.4K.
  • Kimco Realty made up 0.05% of Constellation Investments's portfolio in Q1 2016, its #360 holding.
  • Constellation Investments first reported a position in Kimco Realty in Q4 2014 and has held it in 6 quarters since.
  • 414 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.