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Destination Wealth Management’s Kimco Realty KIM Stock Holding History

Destination 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
2019
Q3 		– Sell
-2,271
Closed -$42K – 330
2019
Q2 		$42K Hold
2,271
– – ﹤0.01% 296
2019
Q1 		$42K Hold
2,271
– – ﹤0.01% 286
2018
Q4 		$33K Hold
2,271
– – ﹤0.01% 306
2018
Q3 		$38K Hold
2,271
– – ﹤0.01% 329
2018
Q2 		$39K Hold
2,271
– – ﹤0.01% 293
2018
Q1 		$33K Buy
+2,271
New +$35K ﹤0.01% 295

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 $3.38T AUM 44.17% 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

Destination Wealth Management's KIM Position: Q3 2019 in Review

Destination Wealth Management sold out of Kimco Realty (KIM) in Q3 2019, closing a stake of 2,271 shares — an estimated $42K sold.

Destination Wealth Management first reported a position in KIM in Q1 2018 and held it in 6 quarters. The position peaked at $42K in Q2 2019. 433 funds tracked by Wall St. Rank hold KIM as of Q3 2019.

  • Destination Wealth Management reported no remaining Kimco Realty position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 2,271 Kimco Realty shares in Q3 2019, an estimated $42K.
  • Destination Wealth Management first reported a position in Kimco Realty in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's Kimco Realty position peaked at $42K in Q2 2019.
  • 433 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.