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GSB Wealth Management’s Kimco Realty KIM Stock Holding History

GSB Wealth 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
2017
Q2 		– Sell
-9,350
Closed -$207K – 58
2017
Q1 		$207K Hold
9,350
– – 0.88% 51
2016
Q4 		$235K Buy
+9,350
New +$246K 0.92% 58

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GSB Wealth Management's KIM Position: Q2 2017 in Review

GSB Wealth Management sold out of Kimco Realty (KIM) in Q2 2017, closing a stake of 9,350 shares — an estimated $207K sold.

GSB Wealth Management first reported a position in KIM in Q4 2016 and held it in 2 quarters. The position peaked at $235K in Q4 2016. 407 funds tracked by Wall St. Rank hold KIM as of Q2 2017.

  • GSB Wealth Management reported no remaining Kimco Realty position as of Q2 2017 after selling out during the quarter.
  • GSB Wealth Management sold 9,350 Kimco Realty shares in Q2 2017, an estimated $207K.
  • GSB Wealth Management first reported a position in Kimco Realty in Q4 2016 and held it in 2 quarters.
  • GSB Wealth Management's Kimco Realty position peaked at $235K in Q4 2016.
  • 407 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2017.

Based on GSB Wealth Management's 13F filing for Q2 2017, filed 21 Aug 2017.