Edge Wealth Management’s Kimco Realty KIM Stock Holding History

Edge 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
2020 Q4	–	Sell	-1,575	Closed	-$18K	–	417
2020 Q3	$18K	Hold	1,575	–	–	﹤0.01%	273
2020 Q2	$20K	Hold	1,575	–	–	﹤0.01%	366
2020 Q1	$15K	Hold	1,575	–	–	﹤0.01%	347
2019 Q4	$33K	Hold	1,575	–	–	0.01%	286
2019 Q3	$32K	Hold	1,575	–	–	0.01%	291
2019 Q2	$29K	Hold	1,575	–	–	0.01%	306
2019 Q1	$29K	Hold	1,575	–	–	0.01%	289
2018 Q4	$23K	Hold	1,575	–	–	0.01%	315
2018 Q3	$26K	Hold	1,575	–	–	0.01%	334
2018 Q2	$27K	Hold	1,575	–	–	0.01%	316
2018 Q1	$23K	Hold	1,575	–	–	0.01%	299
2017 Q4	$28K	Hold	1,575	–	–	0.01%	278
2017 Q3	$31K	Hold	1,575	–	–	0.01%	261
2017 Q2	$28K	Hold	1,575	–	–	0.01%	264
2017 Q1	$35K	Hold	1,575	–	–	0.01%	234
2016 Q4	$40K	Hold	1,575	–	–	0.02%	206
2016 Q3	$46K	Hold	1,575	–	–	0.02%	190
2016 Q2	$49K	Hold	1,575	–	–	0.02%	175
2016 Q1	$45K	Hold	1,575	–	–	0.02%	182
2015 Q4	$42K	Hold	1,575	–	–	0.02%	202
2015 Q3	$38K	Hold	1,575	–	–	0.01%	198
2015 Q2	$36K	Hold	1,575	–	–	0.01%	206
2015 Q1	$42K	Hold	1,575	–	–	0.01%	204
2014 Q4	$40K	Hold	1,575	–	–	0.01%	212
2014 Q3	$35K	Hold	1,575	–	–	0.01%	220
2014 Q2	$36K	Hold	1,575	–	–	0.02%	206
2014 Q1	$34K	Hold	1,575	–	–	0.01%	198
2013 Q4	$31K	Hold	1,575	–	–	0.01%	194
2013 Q3	$32K	Hold	1,575	–	–	0.02%	167
2013 Q2	$34K	Buy	+1,575	New	+$36K	0.02%	152

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Edge Wealth Management's KIM Position: Q4 2020 in Review

Edge Wealth Management sold out of Kimco Realty (KIM) in Q4 2020, closing a stake of 1,575 shares — an estimated $18K sold.

Edge Wealth Management first reported a position in KIM in Q2 2013 and held it in 30 quarters. The position peaked at $49K in Q2 2016. 393 funds tracked by Wall St. Rank hold KIM as of Q4 2020.

Edge Wealth Management reported no remaining Kimco Realty position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 1,575 Kimco Realty shares in Q4 2020, an estimated $18K.
Edge Wealth Management first reported a position in Kimco Realty in Q2 2013 and held it in 30 quarters.
Edge Wealth Management's Kimco Realty position peaked at $49K in Q2 2016.
393 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.