First Allied Advisory Services’s Kite Realty KRG Stock Holding History

First Allied Advisory Services’s Portfolio KRG Stock Details KRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-10,126	Closed	-$190K	–	1161
2017 Q2	$190K	Sell	10,126 -298	-3%	-$5.85K	0.01%	1043
2017 Q1	$226K	Buy	+10,424	New	+$237K	0.01%	938
2015 Q2	–	Sell	-10,804	Closed	-$305K	–	1163
2015 Q1	$305K	Buy	+10,804	New	+$313K	0.02%	770

Other funds holding KRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Allied Advisory Services's KRG Position: Q3 2017 in Review

First Allied Advisory Services sold out of Kite Realty (KRG) in Q3 2017, closing a stake of 10,126 shares — an estimated $190K sold.

First Allied Advisory Services first reported a position in KRG in Q1 2015 and held it in 3 quarters. The position peaked at $305K in Q1 2015. 228 funds tracked by Wall St. Rank hold KRG as of Q3 2017.

First Allied Advisory Services reported no remaining Kite Realty position as of Q3 2017 after selling out during the quarter.
First Allied Advisory Services sold 10,126 Kite Realty shares in Q3 2017, an estimated $190K.
First Allied Advisory Services first reported a position in Kite Realty in Q1 2015 and held it in 3 quarters.
First Allied Advisory Services's Kite Realty position peaked at $305K in Q1 2015.
228 funds tracked by Wall St. Rank held Kite Realty as of Q3 2017.

Based on First Allied Advisory Services's 13F filing for Q3 2017, filed 14 Nov 2017.