Evercore Wealth Management’s Kimco Realty KIM Stock Holding History

Evercore 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
2018 Q1	–	Sell	-600	Closed	-$11K	–	587
2017 Q4	$11K	Hold	600	–	–	﹤0.01%	800
2017 Q3	$12K	Hold	600	–	–	﹤0.01%	773
2017 Q2	$11K	Hold	600	–	–	﹤0.01%	808
2017 Q1	$13K	Sell	600 -103	-15%	-$2.48K	﹤0.01%	806
2016 Q4	$18K	Sell	703 -914	-57%	-$24.1K	﹤0.01%	762
2016 Q3	$47K	Sell	1,617 -565	-26%	-$17.2K	﹤0.01%	610
2016 Q2	$68K	Buy	2,182 +152	+7%	+$4.38K	﹤0.01%	522
2016 Q1	$59K	Hold	2,030	–	–	﹤0.01%	538
2015 Q4	$54K	Buy	2,030 +1,930	+1,930%	+$50.3K	﹤0.01%	578
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	927
2015 Q2	$2K	Hold	100	–	–	﹤0.01%	1033
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	952
2014 Q4	$3K	Hold	100	–	–	﹤0.01%	825
2014 Q3	$2K	Hold	100	–	–	﹤0.01%	914
2014 Q2	$2K	Buy	+100	New	+$2.27K	﹤0.01%	977
2013 Q4	–	Sell	-160	Closed	-$3K	–	928
2013 Q3	$3K	Buy	+160	New	+$3.41K	﹤0.01%	933

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Evercore Wealth Management's KIM Position: Q1 2018 in Review

Evercore Wealth Management sold out of Kimco Realty (KIM) in Q1 2018, closing a stake of 600 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in KIM in Q3 2013 and held it in 16 quarters. The position peaked at $68K in Q2 2016. 435 funds tracked by Wall St. Rank hold KIM as of Q1 2018.

Evercore Wealth Management reported no remaining Kimco Realty position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 600 Kimco Realty shares in Q1 2018, an estimated $11K.
Evercore Wealth Management first reported a position in Kimco Realty in Q3 2013 and held it in 16 quarters.
Evercore Wealth Management's Kimco Realty position peaked at $68K in Q2 2016.
435 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.