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Integrated Wealth Management (Palm Desert)’s Kimco Realty KIM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-142
Closed -$3K – 1400
2015
Q1 		$3K Buy
+142
New +$3.81K ﹤0.01% 1032

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KIM Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Kimco Realty (KIM) in Q2 2015, closing a stake of 142 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KIM in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 385 funds tracked by Wall St. Rank hold KIM as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Kimco Realty position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 142 Kimco Realty shares in Q2 2015, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Kimco Realty in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Kimco Realty position peaked at $3K in Q1 2015.
  • 385 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.