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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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. 438 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.
  • 438 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.