Independent Order of Foresters’s Kimco Realty KIM Stock Holding History

Independent Order of Foresters’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
2018 Q2	–	Sell	-20,735	Closed	-$299K	–	56
2018 Q1	$299K	Hold	20,735	–	–	0.28%	64
2017 Q4	$376K	Sell	20,735 -4,702	-18%	-$88K	0.33%	58
2017 Q3	$497K	Hold	25,437	–	–	0.41%	52
2017 Q2	$467K	Hold	25,437	–	–	0.39%	53
2017 Q1	$562K	Hold	25,437	–	–	0.48%	47
2016 Q4	$640K	Sell	25,437 -940	-4%	-$24.8K	0.54%	46
2016 Q3	$763K	Sell	26,377 -6,900	-21%	-$210K	0.63%	38
2016 Q2	$1.04M	Sell	33,277 -6,000	-15%	-$173K	0.77%	34
2016 Q1	$1.13M	Sell	39,277 -18,000	-31%	-$486K	0.86%	30
2015 Q4	$1.52M	Sell	57,277 -24,800	-30%	-$646K	1.19%	26
2015 Q3	$2M	Hold	82,077	–	–	1.71%	19
2015 Q2	$1.85M	Buy	82,077 +2,200	+3%	+$53.7K	1.76%	17
2015 Q1	$2.15M	Hold	79,877	–	–	2%	14
2014 Q4	$2.01M	Hold	79,877	–	–	2.08%	14
2014 Q3	$1.75M	Buy	79,877 +28,500	+55%	+$653K	1.75%	15
2014 Q2	$1.18M	Hold	51,377	–	–	1.06%	19
2014 Q1	$1.12M	Hold	51,377	–	–	1.04%	25
2013 Q4	$1.01M	Hold	51,377	–	–	1.01%	23
2013 Q3	$1.04M	Hold	51,377	–	–	1.02%	22
2013 Q2	$1.1M	Buy	+51,377	New	+$1.18M	1.11%	20

Other funds holding KIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Independent Order of Foresters's KIM Position: Q2 2018 in Review

Independent Order of Foresters sold out of Kimco Realty (KIM) in Q2 2018, closing a stake of 20,735 shares — an estimated $299K sold.

Independent Order of Foresters first reported a position in KIM in Q2 2013 and held it in 20 quarters. The position peaked at $2.15M in Q1 2015. 437 funds tracked by Wall St. Rank hold KIM as of Q2 2018.

Independent Order of Foresters reported no remaining Kimco Realty position as of Q2 2018 after selling out during the quarter.
Independent Order of Foresters sold 20,735 Kimco Realty shares in Q2 2018, an estimated $299K.
Independent Order of Foresters first reported a position in Kimco Realty in Q2 2013 and held it in 20 quarters.
Independent Order of Foresters's Kimco Realty position peaked at $2.15M in Q1 2015.
437 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.