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Ground Swell Capital’s Kimco Realty KIM Stock Holding History

Ground Swell Capital’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
2014
Q3 		$15K Buy
693
+235
+51% +$5.38K 0.03% 698
2014
Q2 		$11K Buy
+458
New +$10.4K 0.02% 669

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ground Swell Capital's KIM Position: Q3 2014 in Review

Ground Swell Capital increased its Kimco Realty (KIM) stake by 51% in Q3 2014, buying an estimated $5.38K and bringing the position to 693 shares worth $15K. The position accounts for 0.03% of the portfolio, ranked #698.

Ground Swell Capital first reported a position in KIM in Q2 2014 and has held it in 2 quarters since. 373 funds tracked by Wall St. Rank hold KIM as of Q3 2014.

  • Ground Swell Capital held 693 shares of Kimco Realty worth $15K as of Q3 2014.
  • Ground Swell Capital bought 235 Kimco Realty shares in Q3 2014, an estimated $5.38K.
  • Kimco Realty made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #698 holding.
  • Ground Swell Capital first reported a position in Kimco Realty in Q2 2014 and has held it in 2 quarters since.
  • 373 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.