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Denali Advisors’s Kimco Realty KIM Stock Holding History

Denali Advisors’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
Q3 		– Sell
-26,800
Closed -$455K – 282
2018
Q2 		$455K Hold
26,800
– – 0.07% 107
2018
Q1 		$386K Sell
26,800
-32,200
-55% -$496K 0.06% 104
2017
Q4 		$1.07M Sell
59,000
-50,600
-46% -$947K 0.17% 90
2017
Q3 		$2.14M Buy
+109,600
New +$2.15M 0.35% 67

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Denali Advisors's KIM Position: Q3 2018 in Review

Denali Advisors sold out of Kimco Realty (KIM) in Q3 2018, closing a stake of 26,800 shares — an estimated $455K sold.

Denali Advisors first reported a position in KIM in Q3 2017 and held it in 4 quarters. The position peaked at $2.14M in Q3 2017. 442 funds tracked by Wall St. Rank hold KIM as of Q3 2018.

  • Denali Advisors reported no remaining Kimco Realty position as of Q3 2018 after selling out during the quarter.
  • Denali Advisors sold 26,800 Kimco Realty shares in Q3 2018, an estimated $455K.
  • Denali Advisors first reported a position in Kimco Realty in Q3 2017 and held it in 4 quarters.
  • Denali Advisors's Kimco Realty position peaked at $2.14M in Q3 2017.
  • 442 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2018.

Based on Denali Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.