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Guardian Investor Services’s Kimco Realty KIM Stock Holding History

Guardian Investor Services’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
2015
Q1 		$76K Buy
2,849
+12
+0.4% +$322 0.06% 358
2014
Q4 		$71K Sell
2,837
-75
-3% -$1.83K 0.06% 363
2014
Q3 		$64K Sell
2,912
-136
-4% -$3.12K 0.05% 385
2014
Q2 		$70K Sell
3,048
-112
-4% -$2.54K 0.05% 381
2014
Q1 		$69K Sell
3,160
-115
-4% -$2.45K 0.05% 384
2013
Q4 		$65K Hold
3,275
– – 0.05% 396
2013
Q3 		$66K Sell
3,275
-39
-1% -$832 0.06% 376
2013
Q2 		$71K Buy
+3,314
New +$75.8K 0.06% 352

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guardian Investor Services's KIM Position: Q1 2015 in Review

Guardian Investor Services increased its Kimco Realty (KIM) stake by 0.42% in Q1 2015, buying an estimated $322 and bringing the position to 2,849 shares worth $76K. The position accounts for 0.06% of the portfolio, ranked #358.

Guardian Investor Services first reported a position in KIM in Q2 2013 and has held it in 8 quarters since. 372 funds tracked by Wall St. Rank hold KIM as of Q1 2015.

  • Guardian Investor Services held 2,849 shares of Kimco Realty worth $76K as of Q1 2015.
  • Guardian Investor Services bought 12 Kimco Realty shares in Q1 2015, an estimated $322.
  • Kimco Realty made up 0.06% of Guardian Investor Services's portfolio in Q1 2015, its #358 holding.
  • Guardian Investor Services first reported a position in Kimco Realty in Q2 2013 and has held it in 8 quarters since.
  • 372 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.