IP
KIM.PRI.CL

Intellectus Partners’s KIMCO REALTY CORPORATION Class I Depositary Shares KIM.PRI.CL Stock Holding History

Intellectus Partners’s Portfolio KIM.PRI.CL Stock Details KIM.PRI.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-541
Closed -$14K – 820
2017
Q2 		$14K Sell
541
-48
-8% -$1.21K 0.01% 556
2017
Q1 		$15K Buy
589
+162
+38% +$4.08K 0.01% 496
2016
Q4 		$11K Buy
+427
New +$10.7K 0.01% 516

Other funds holding KIM.PRI.CL

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Intellectus Partners's KIM.PRI.CL Position: Q3 2017 in Review

Intellectus Partners sold out of KIMCO REALTY CORPORATION Class I Depositary Shares (KIM.PRI.CL) in Q3 2017, closing a stake of 541 shares — an estimated $14K sold.

Intellectus Partners first reported a position in KIM.PRI.CL in Q4 2016 and held it in 3 quarters. The position peaked at $15K in Q1 2017. 7 funds tracked by Wall St. Rank hold KIM.PRI.CL as of Q3 2017.

  • Intellectus Partners reported no remaining KIMCO REALTY CORPORATION Class I Depositary Shares position as of Q3 2017 after selling out during the quarter.
  • Intellectus Partners sold 541 KIMCO REALTY CORPORATION Class I Depositary Shares shares in Q3 2017, an estimated $14K.
  • Intellectus Partners first reported a position in KIMCO REALTY CORPORATION Class I Depositary Shares in Q4 2016 and held it in 3 quarters.
  • Intellectus Partners's KIMCO REALTY CORPORATION Class I Depositary Shares position peaked at $15K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held KIMCO REALTY CORPORATION Class I Depositary Shares as of Q3 2017.

Based on Intellectus Partners's 13F filing for Q3 2017, filed 14 Nov 2017.