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Cornerstone Wealth Management’s Kimco Realty KIM Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-10,124
Closed -$528K – 775
2018
Q3 		$528K Sell
10,124
-13,437
-57% -$225K 0.01% 896
2018
Q2 		$1.44M Buy
+23,561
New +$356K 0.02% 642

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Cornerstone Wealth Management's KIM Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Kimco Realty (KIM) in Q4 2018, closing a stake of 10,124 shares — an estimated $528K sold.

Cornerstone Wealth Management first reported a position in KIM in Q2 2018 and held it in 2 quarters. The position peaked at $1.44M in Q2 2018. 433 funds tracked by Wall St. Rank hold KIM as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Kimco Realty position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,124 Kimco Realty shares in Q4 2018, an estimated $528K.
  • Cornerstone Wealth Management first reported a position in Kimco Realty in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Kimco Realty position peaked at $1.44M in Q2 2018.
  • 433 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.