IPC
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Independent Portfolio Consultants’s Kimco Realty KIM Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		– Sell
-2,575
Closed -$57K – 818
2017
Q1 		$57K Buy
+2,575
New +$61.9K 0.02% 541
2015
Q2 		– Sell
-48
Closed -$1K – 956
2015
Q1 		$1K Buy
+48
New +$1.29K ﹤0.01% 939

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Portfolio Consultants's KIM Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Kimco Realty (KIM) in Q2 2017, closing a stake of 2,575 shares — an estimated $57K sold.

Independent Portfolio Consultants first reported a position in KIM in Q1 2015 and held it in 2 quarters. The position peaked at $57K in Q1 2017. 407 funds tracked by Wall St. Rank hold KIM as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Kimco Realty position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,575 Kimco Realty shares in Q2 2017, an estimated $57K.
  • Independent Portfolio Consultants first reported a position in Kimco Realty in Q1 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's Kimco Realty position peaked at $57K in Q1 2017.
  • 407 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.