Kanaly Trust’s Kimco Realty KIM Stock Holding History

Kanaly Trust’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
2014 Q1	–	Sell	-4,000	Closed	-$79K	–	697
2013 Q4	$79K	Buy	+4,000	New	+$82.7K	0.02%	261

Other funds holding KIM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kanaly Trust's KIM Position: Q1 2014 in Review

Kanaly Trust sold out of Kimco Realty (KIM) in Q1 2014, closing a stake of 4,000 shares — an estimated $79K sold.

Kanaly Trust first reported a position in KIM in Q4 2013 and held it in 1 quarter. The position peaked at $79K in Q4 2013. 357 funds tracked by Wall St. Rank hold KIM as of Q1 2014.

Kanaly Trust reported no remaining Kimco Realty position as of Q1 2014 after selling out during the quarter.
Kanaly Trust sold 4,000 Kimco Realty shares in Q1 2014, an estimated $79K.
Kanaly Trust first reported a position in Kimco Realty in Q4 2013 and held it in 1 quarter.
Kanaly Trust's Kimco Realty position peaked at $79K in Q4 2013.
357 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2014.

Based on Kanaly Trust's 13F filing for Q1 2014, filed 1 May 2014.