IT
KIM.PRI.CL

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

Investors Trust’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
2014
Q1 		– Sell
-6,000
Closed -$134K – 94
2013
Q4 		$134K Buy
+6,000
New +$129K 0.1% 99

Other funds holding KIM.PRI.CL

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Investors Trust's KIM.PRI.CL Position: Q1 2014 in Review

Investors Trust sold out of KIMCO REALTY CORPORATION Class I Depositary Shares (KIM.PRI.CL) in Q1 2014, closing a stake of 6,000 shares — an estimated $134K sold.

Investors Trust first reported a position in KIM.PRI.CL in Q4 2013 and held it in 1 quarter. The position peaked at $134K in Q4 2013. 11 funds tracked by Wall St. Rank hold KIM.PRI.CL as of Q1 2014.

  • Investors Trust reported no remaining KIMCO REALTY CORPORATION Class I Depositary Shares position as of Q1 2014 after selling out during the quarter.
  • Investors Trust sold 6,000 KIMCO REALTY CORPORATION Class I Depositary Shares shares in Q1 2014, an estimated $134K.
  • Investors Trust first reported a position in KIMCO REALTY CORPORATION Class I Depositary Shares in Q4 2013 and held it in 1 quarter.
  • Investors Trust's KIMCO REALTY CORPORATION Class I Depositary Shares position peaked at $134K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held KIMCO REALTY CORPORATION Class I Depositary Shares as of Q1 2014.

Based on Investors Trust's 13F filing for Q1 2014, filed 15 May 2014.