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Ferguson Wellman Capital Management’s Kimco Realty KIM Stock Holding History

Ferguson Wellman Capital 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
Q3 		– Sell
-11,235
Closed -$191K – 353
2018
Q2 		$191K Sell
11,235
-6,245
-36% -$94.3K 0.01% 338
2018
Q1 		$252K Sell
17,480
-2,530
-13% -$39K 0.01% 306
2017
Q4 		$363K Sell
20,010
-1,940
-9% -$36.3K 0.01% 276
2017
Q3 		$429K Sell
21,950
-910
-4% -$17.8K 0.02% 250
2017
Q2 		$419K Sell
22,860
-4,695
-17% -$92.1K 0.02% 245
2017
Q1 		$609K Sell
27,555
-1,355
-5% -$32.6K 0.02% 217
2016
Q4 		$727K Sell
28,910
-2,760
-9% -$72.7K 0.03% 200
2016
Q3 		$917K Sell
31,670
-1,530
-5% -$46.6K 0.04% 172
2016
Q2 		$1.04M Sell
33,200
-11,065
-25% -$319K 0.04% 165
2016
Q1 		$1.27M Sell
44,265
-61,349
-58% -$1.66M 0.05% 163
2015
Q4 		$2.79M Sell
105,614
-135
-0.1% -$3.52K 0.12% 146
2015
Q3 		$2.58M Buy
105,749
+60
+0.1% +$1.44K 0.11% 148
2015
Q2 		$2.38M Sell
105,689
-415
-0.4% -$10.1K 0.1% 159
2015
Q1 		$2.85M Buy
106,104
+1,960
+2% +$52.6K 0.12% 151
2014
Q4 		$2.62M Sell
104,144
-45,720
-31% -$1.12M 0.11% 157
2014
Q3 		$3.28M Buy
149,864
+5,150
+4% +$118K 0.14% 140
2014
Q2 		$3.33M Buy
144,714
+2,425
+2% +$55.1K 0.14% 136
2014
Q1 		$3.11M Buy
142,289
+385
+0.3% +$8.2K 0.14% 144
2013
Q4 		$2.8M Sell
141,904
-8,085
-5% -$167K 0.13% 144
2013
Q3 		$3.03M Buy
+149,989
New +$3.2M 0.15% 130

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
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

Ferguson Wellman Capital Management's KIM Position: Q3 2018 in Review

Ferguson Wellman Capital Management sold out of Kimco Realty (KIM) in Q3 2018, closing a stake of 11,235 shares — an estimated $191K sold.

Ferguson Wellman Capital Management first reported a position in KIM in Q3 2013 and held it in 20 quarters. The position peaked at $3.33M in Q2 2014. 442 funds tracked by Wall St. Rank hold KIM as of Q3 2018.

  • Ferguson Wellman Capital Management reported no remaining Kimco Realty position as of Q3 2018 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 11,235 Kimco Realty shares in Q3 2018, an estimated $191K.
  • Ferguson Wellman Capital Management first reported a position in Kimco Realty in Q3 2013 and held it in 20 quarters.
  • Ferguson Wellman Capital Management's Kimco Realty position peaked at $3.33M in Q2 2014.
  • 442 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2018.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2018, filed 25 Oct 2018.