GBBWRPM
KIM icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Kimco Realty KIM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2016
Q3 		– Sell
-355
Closed -$11K – 441
2016
Q2 		$11K Hold
355
– – ﹤0.01% 268
2016
Q1 		$10K Hold
355
– – ﹤0.01% 261
2015
Q4 		$9K Buy
+355
New +$9.24K ﹤0.01% 260

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's KIM Position: Q3 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Kimco Realty (KIM) in Q3 2016, closing a stake of 355 shares — an estimated $11K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in KIM in Q4 2015 and held it in 3 quarters. The position peaked at $11K in Q2 2016. 408 funds tracked by Wall St. Rank hold KIM as of Q3 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Kimco Realty position as of Q3 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 355 Kimco Realty shares in Q3 2016, an estimated $11K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Kimco Realty in Q4 2015 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Kimco Realty position peaked at $11K in Q2 2016.
  • 408 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2016, filed 14 Nov 2016.