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Financial Gravity Companies’s Kimco Realty KIM Stock Holding History

Financial Gravity Companies’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
Q4 		$12K Buy
+680
New +$10.7K 0.01% 560
2018
Q1 		$39K Buy
2,702
+358
+15% +$5.51K 0.04% 383
2017
Q4 		$37K Buy
+2,344
New +$43.9K 0.04% 366

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Financial Gravity Companies's KIM Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Kimco Realty (KIM) in Q4 2018: 680 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in KIM as recently as Q1 2018.

Financial Gravity Companies first reported a position in KIM in Q4 2017 and has held it in 3 quarters since. The position peaked at $39K in Q1 2018. 434 funds tracked by Wall St. Rank hold KIM as of Q4 2018.

  • Financial Gravity Companies held 680 shares of Kimco Realty worth $12K as of Q4 2018.
  • Kimco Realty was a new Financial Gravity Companies position in Q4 2018.
  • Kimco Realty made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #560 holding.
  • Financial Gravity Companies first reported a position in Kimco Realty in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Kimco Realty position peaked at $39K in Q1 2018.
  • 434 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.