GWMIA
KIM icon

Global Wealth Management Investment Advisory’s Kimco Realty KIM Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-29
Closed -$1K – 681
2019
Q3 		$1K Hold
29
– – ﹤0.01% 583
2019
Q2 		$1K Hold
29
– – ﹤0.01% 643
2019
Q1 		$1K Hold
29
– – ﹤0.01% 627
2018
Q4 		$0 Buy
+29
New +$455 ﹤0.01% 712

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Wealth Management Investment Advisory's KIM Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Kimco Realty (KIM) in Q4 2019, closing a stake of 29 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in KIM in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 439 funds tracked by Wall St. Rank hold KIM as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Kimco Realty position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 29 Kimco Realty shares in Q4 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Kimco Realty in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Kimco Realty position peaked at $1K in Q3 2019.
  • 439 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.