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Herndon Capital Management’s Kimco Realty KIM Stock Holding History

Herndon Capital 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
Q4 		– Sell
-39
Closed -$1K – 392
2016
Q3 		$1K Hold
39
– – ﹤0.01% 490
2016
Q2 		$1K Buy
+39
New +$1.12K ﹤0.01% 503

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Herndon Capital Management's KIM Position: Q4 2016 in Review

Herndon Capital Management sold out of Kimco Realty (KIM) in Q4 2016, closing a stake of 39 shares — an estimated $1K sold.

Herndon Capital Management first reported a position in KIM in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 412 funds tracked by Wall St. Rank hold KIM as of Q4 2016.

  • Herndon Capital Management reported no remaining Kimco Realty position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 39 Kimco Realty shares in Q4 2016, an estimated $1K.
  • Herndon Capital Management first reported a position in Kimco Realty in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Kimco Realty position peaked at $1K in Q3 2016.
  • 412 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.