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First Personal Financial Services’s Kite Realty KRG Stock Holding History

First Personal Financial 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
Q1 		– Sell
-392
Closed -$9K – 913
2016
Q4 		$9K Sell
392
-7
-2% -$173 ﹤0.01% 731
2016
Q3 		$11K Hold
399
– – ﹤0.01% 563
2016
Q2 		$11K Buy
+399
New +$10.9K ﹤0.01% 544

Other funds holding KRG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

First Personal Financial Services's KRG Position: Q1 2017 in Review

First Personal Financial Services sold out of Kite Realty (KRG) in Q1 2017, closing a stake of 392 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in KRG in Q2 2016 and held it in 3 quarters. The position peaked at $11K in Q3 2016. 234 funds tracked by Wall St. Rank hold KRG as of Q1 2017.

  • First Personal Financial Services reported no remaining Kite Realty position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 392 Kite Realty shares in Q1 2017, an estimated $9K.
  • First Personal Financial Services first reported a position in Kite Realty in Q2 2016 and held it in 3 quarters.
  • First Personal Financial Services's Kite Realty position peaked at $11K in Q3 2016.
  • 234 funds tracked by Wall St. Rank held Kite Realty as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.