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Gupta Wealth Management’s Kimco Realty KIM Stock Holding History

Gupta 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
2016
Q1 		$12K Hold
400
– – ﹤0.01% 825
2015
Q4 		$11K Buy
+400
New +$10.4K ﹤0.01% 855

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's KIM Position: Q1 2016 in Review

Gupta Wealth Management held its Kimco Realty (KIM) position steady in Q1 2016 at 400 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Gupta Wealth Management first reported a position in KIM in Q4 2015 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold KIM as of Q1 2016.

  • Gupta Wealth Management held 400 shares of Kimco Realty worth $12K as of Q1 2016.
  • Gupta Wealth Management left its Kimco Realty share count unchanged in Q1 2016.
  • Kimco Realty made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #825 holding.
  • Gupta Wealth Management first reported a position in Kimco Realty in Q4 2015 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.