FFA
KIM icon

First Foundation Advisors’s Kimco Realty KIM Stock Holding History

First Foundation Advisors’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
2017
Q3 		– Sell
-30,042
Closed -$551K – 326
2017
Q2 		$551K Buy
30,042
+3,000
+11% +$58.8K 0.03% 194
2017
Q1 		$597K Buy
27,042
+1,242
+5% +$29.8K 0.04% 188
2016
Q4 		$649K Buy
25,800
+17,700
+219% +$466K 0.04% 170
2016
Q3 		$234K Buy
+8,100
New +$247K 0.02% 261

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Foundation Advisors's KIM Position: Q3 2017 in Review

First Foundation Advisors sold out of Kimco Realty (KIM) in Q3 2017, closing a stake of 30,042 shares — an estimated $551K sold.

First Foundation Advisors first reported a position in KIM in Q3 2016 and held it in 4 quarters. The position peaked at $649K in Q4 2016. 416 funds tracked by Wall St. Rank hold KIM as of Q3 2017.

  • First Foundation Advisors reported no remaining Kimco Realty position as of Q3 2017 after selling out during the quarter.
  • First Foundation Advisors sold 30,042 Kimco Realty shares in Q3 2017, an estimated $551K.
  • First Foundation Advisors first reported a position in Kimco Realty in Q3 2016 and held it in 4 quarters.
  • First Foundation Advisors's Kimco Realty position peaked at $649K in Q4 2016.
  • 416 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2017.

Based on First Foundation Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.