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Covenant Multifamily Offices’s Kimco Realty KIM Stock Holding History

Covenant Multifamily Offices’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
2015
Q4 		– Sell
-281
Closed -$7K – 34
2015
Q3 		$7K Buy
+281
New +$6.75K 0.01% 40

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 $3.37T AUM 44.26% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 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

Covenant Multifamily Offices's KIM Position: Q4 2015 in Review

Covenant Multifamily Offices sold out of Kimco Realty (KIM) in Q4 2015, closing a stake of 281 shares — an estimated $7K sold.

Covenant Multifamily Offices first reported a position in KIM in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 399 funds tracked by Wall St. Rank hold KIM as of Q4 2015.

  • Covenant Multifamily Offices reported no remaining Kimco Realty position as of Q4 2015 after selling out during the quarter.
  • Covenant Multifamily Offices sold 281 Kimco Realty shares in Q4 2015, an estimated $7K.
  • Covenant Multifamily Offices first reported a position in Kimco Realty in Q3 2015 and held it in 1 quarter.
  • Covenant Multifamily Offices's Kimco Realty position peaked at $7K in Q3 2015.
  • 399 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2015.

Based on Covenant Multifamily Offices's 13F filing for Q4 2015, filed 8 Feb 2016.