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Cornerstone Advisors (Washington)’s Kimco Realty KIM Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-293
Closed -$5K – 1121
2019
Q2 		$5K Hold
293
– – ﹤0.01% 922
2019
Q1 		$5K Buy
293
+39
+15% +$669 ﹤0.01% 831
2018
Q4 		$4K Buy
254
+28
+12% +$440 ﹤0.01% 799
2018
Q3 		$4K Buy
226
+88
+64% +$1.48K ﹤0.01% 794
2018
Q2 		$2K Sell
138
-12
-8% -$181 ﹤0.01% 847
2018
Q1 		$2K Sell
150
-142
-49% -$2.19K ﹤0.01% 828
2017
Q4 		$5K Sell
292
-55
-16% -$1.03K ﹤0.01% 702
2017
Q3 		$7K Buy
+347
New +$6.81K ﹤0.01% 639
2017
Q1 		– Sell
-668
Closed -$17K – 937
2016
Q4 		$17K Sell
668
-71
-10% -$1.87K 0.01% 532
2016
Q3 		$21K Buy
739
+668
+941% +$20.3K 0.02% 479
2016
Q2 		$2K Hold
71
– – ﹤0.01% 732
2016
Q1 		$2K Hold
71
– – ﹤0.01% 731
2015
Q4 		$2K Hold
71
– – ﹤0.01% 732
2015
Q3 		$2K Sell
71
-89
-56% -$2.14K ﹤0.01% 723
2015
Q2 		$4K Hold
160
– – ﹤0.01% 450
2015
Q1 		$4K Hold
160
– – ﹤0.01% 466
2014
Q4 		$4K Buy
160
+89
+125% +$2.18K ﹤0.01% 435
2014
Q3 		$2K Hold
71
– – ﹤0.01% 413
2014
Q2 		$2K Buy
+71
New +$1.61K ﹤0.01% 451

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Advisors (Washington)'s KIM Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Kimco Realty (KIM) in Q3 2019, closing a stake of 293 shares — an estimated $5K sold.

Cornerstone Advisors (Washington) first reported a position in KIM in Q2 2014 and held it in 19 quarters. The position peaked at $21K in Q3 2016. 433 funds tracked by Wall St. Rank hold KIM as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Kimco Realty position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 293 Kimco Realty shares in Q3 2019, an estimated $5K.
  • Cornerstone Advisors (Washington) first reported a position in Kimco Realty in Q2 2014 and held it in 19 quarters.
  • Cornerstone Advisors (Washington)'s Kimco Realty position peaked at $21K in Q3 2016.
  • 433 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.