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Edmond de Rothschild Holding’s Kimco Realty KIM Stock Holding History

Edmond de Rothschild Holding’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
2017
Q2 		– Sell
-555
Closed -$12K – 837
2017
Q1 		$12K Buy
555
+295
+113% +$7.09K ﹤0.01% 768
2016
Q4 		$7K Buy
260
+123
+90% +$3.24K ﹤0.01% 780
2016
Q3 		$4K Buy
+137
New +$4.17K ﹤0.01% 817

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edmond de Rothschild Holding's KIM Position: Q2 2017 in Review

Edmond de Rothschild Holding sold out of Kimco Realty (KIM) in Q2 2017, closing a stake of 555 shares — an estimated $12K sold.

Edmond de Rothschild Holding first reported a position in KIM in Q3 2016 and held it in 3 quarters. The position peaked at $12K in Q1 2017. 407 funds tracked by Wall St. Rank hold KIM as of Q2 2017.

  • Edmond de Rothschild Holding reported no remaining Kimco Realty position as of Q2 2017 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 555 Kimco Realty shares in Q2 2017, an estimated $12K.
  • Edmond de Rothschild Holding first reported a position in Kimco Realty in Q3 2016 and held it in 3 quarters.
  • Edmond de Rothschild Holding's Kimco Realty position peaked at $12K in Q1 2017.
  • 407 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2017, filed 10 Aug 2017.