IMA Advisory Services’s Kimco Realty KIM Stock Holding History

IMA Advisory 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 Q2	–	Sell	-26,910	Closed	-$723K	–	187
2015 Q1	$723K	Sell	26,910 -1,200	-4%	-$32.2K	0.35%	67
2014 Q4	$707K	Sell	28,110 -430	-2%	-$10.5K	0.37%	68
2014 Q3	$625K	Hold	28,540	–	–	0.3%	91
2014 Q2	$656K	Sell	28,540 -170	-0.6%	-$3.86K	0.3%	90
2014 Q1	$628K	Buy	+28,710	New	+$611K	0.29%	93

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

IMA Advisory Services's KIM Position: Q2 2015 in Review

IMA Advisory Services sold out of Kimco Realty (KIM) in Q2 2015, closing a stake of 26,910 shares — an estimated $723K sold.

IMA Advisory Services first reported a position in KIM in Q1 2014 and held it in 5 quarters. The position peaked at $723K in Q1 2015. 384 funds tracked by Wall St. Rank hold KIM as of Q2 2015.

IMA Advisory Services reported no remaining Kimco Realty position as of Q2 2015 after selling out during the quarter.
IMA Advisory Services sold 26,910 Kimco Realty shares in Q2 2015, an estimated $723K.
IMA Advisory Services first reported a position in Kimco Realty in Q1 2014 and held it in 5 quarters.
IMA Advisory Services's Kimco Realty position peaked at $723K in Q1 2015.
384 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2015.

Based on IMA Advisory Services's 13F filing for Q2 2015, filed 24 Jul 2015.