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Kelman-Lazarov Inc’s Kimco Realty KIM Stock Holding History

Kelman-Lazarov Inc’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
2018
Q1 		– Sell
-10,400
Closed -$189K – 114
2017
Q4 		$189K Buy
+10,400
New +$195K 0.1% 111
2017
Q3 		– Sell
-13,500
Closed -$248K – 123
2017
Q2 		$248K Buy
+13,500
New +$265K 0.14% 106

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 $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Kelman-Lazarov Inc's KIM Position: Q1 2018 in Review

Kelman-Lazarov Inc sold out of Kimco Realty (KIM) in Q1 2018, closing a stake of 10,400 shares — an estimated $189K sold.

Kelman-Lazarov Inc first reported a position in KIM in Q2 2017 and held it in 2 quarters. The position peaked at $248K in Q2 2017. 435 funds tracked by Wall St. Rank hold KIM as of Q1 2018.

  • Kelman-Lazarov Inc reported no remaining Kimco Realty position as of Q1 2018 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 10,400 Kimco Realty shares in Q1 2018, an estimated $189K.
  • Kelman-Lazarov Inc first reported a position in Kimco Realty in Q2 2017 and held it in 2 quarters.
  • Kelman-Lazarov Inc's Kimco Realty position peaked at $248K in Q2 2017.
  • 435 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2018, filed 8 May 2018.