Gerstein Fisher’s Kimco Realty KIM Stock Holding History

Gerstein Fisher’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	$819K	Sell	28,304 -367	-1%	-$11.2K	0.1%	180
2016 Q2	$900K	Buy	28,671 +299	+1%	+$8.61K	0.12%	160
2016 Q1	$817K	Buy	28,372 +32	+0.1%	+$864	0.11%	157
2015 Q4	$750K	Sell	28,340 -6	-0%	-$156	0.1%	172
2015 Q3	$692K	Hold	28,346	–	–	0.1%	174
2015 Q2	$639K	Sell	28,346 -643	-2%	-$15.7K	0.1%	200
2015 Q1	$778K	Buy	28,989 +620	+2%	+$16.6K	0.13%	162
2014 Q4	$722K	Hold	28,369	–	–	0.12%	166
2014 Q3	$622K	Buy	+28,369	New	+$650K	0.11%	175

Other funds holding KIM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gerstein Fisher's KIM Position: Q3 2016 in Review

Gerstein Fisher reduced its Kimco Realty (KIM) stake by 1.3% in Q3 2016, selling an estimated $11.2K and leaving 28,304 shares worth $819K. The position accounts for 0.1% of the portfolio, ranked #180.

Gerstein Fisher first reported a position in KIM in Q3 2014 and has held it in 9 quarters since. The position peaked at $900K in Q2 2016. 408 funds tracked by Wall St. Rank hold KIM as of Q3 2016.

Gerstein Fisher held 28,304 shares of Kimco Realty worth $819K as of Q3 2016.
Gerstein Fisher sold 367 Kimco Realty shares in Q3 2016, an estimated $11.2K.
Kimco Realty made up 0.1% of Gerstein Fisher's portfolio in Q3 2016, its #180 holding.
Gerstein Fisher first reported a position in Kimco Realty in Q3 2014 and has held it in 9 quarters since.
Gerstein Fisher's Kimco Realty position peaked at $900K in Q2 2016.
408 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.