FWCM
KIM.PRI.CL

Ferguson Wellman Capital Management’s KIMCO REALTY CORPORATION Class I Depositary Shares KIM.PRI.CL Stock Holding History

Ferguson Wellman Capital Management’s Portfolio KIM.PRI.CL Stock Details KIM.PRI.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,990
Closed -$201K – 348
2017
Q2 		$201K Hold
7,990
– – 0.01% 329
2017
Q1 		$201K Buy
+7,990
New +$201K 0.01% 333
2016
Q4 		– Sell
-7,990
Closed -$207K – 354
2016
Q3 		$207K Hold
7,990
– – 0.01% 306
2016
Q2 		$208K Hold
7,990
– – 0.01% 308
2016
Q1 		$207K Hold
7,990
– – 0.01% 307
2015
Q4 		$207K Sell
7,990
-810
-9% -$20.8K 0.01% 311
2015
Q3 		$222K Sell
8,800
-600
-6% -$15.2K 0.01% 295
2015
Q2 		$232K Hold
9,400
– – 0.01% 306
2015
Q1 		$243K Buy
9,400
+200
+2% +$5.24K 0.01% 298
2014
Q4 		$231K Buy
9,200
+600
+7% +$15.2K 0.01% 310
2014
Q3 		$215K Hold
8,600
– – 0.01% 308
2014
Q2 		$213K Buy
+8,600
New +$207K 0.01% 312
2013
Q3 		– Sell
-8,600
Closed -$214K – 301
2013
Q2 		$214K Buy
+8,600
New +$225K 0.02% 182

Other funds holding KIM.PRI.CL

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Ferguson Wellman Capital Management's KIM.PRI.CL Position: Q3 2017 in Review

Ferguson Wellman Capital Management sold out of KIMCO REALTY CORPORATION Class I Depositary Shares (KIM.PRI.CL) in Q3 2017, closing a stake of 7,990 shares — an estimated $201K sold.

Ferguson Wellman Capital Management first reported a position in KIM.PRI.CL in Q2 2013 and held it in 13 quarters. The position peaked at $243K in Q1 2015. 7 funds tracked by Wall St. Rank hold KIM.PRI.CL as of Q3 2017.

  • Ferguson Wellman Capital Management reported no remaining KIMCO REALTY CORPORATION Class I Depositary Shares position as of Q3 2017 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 7,990 KIMCO REALTY CORPORATION Class I Depositary Shares shares in Q3 2017, an estimated $201K.
  • Ferguson Wellman Capital Management first reported a position in KIMCO REALTY CORPORATION Class I Depositary Shares in Q2 2013 and held it in 13 quarters.
  • Ferguson Wellman Capital Management's KIMCO REALTY CORPORATION Class I Depositary Shares position peaked at $243K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held KIMCO REALTY CORPORATION Class I Depositary Shares as of Q3 2017.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2017, filed 11 Oct 2017.