Lenox Wealth Advisors’s Kimco Realty KIM Stock Holding History

Lenox Wealth Advisors’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
2020 Q1	–	Sell	-20	Closed	–	–	868
2019 Q4	$0	Buy	+20	New	+$420	﹤0.01%	775
2016 Q4	–	Sell	-600	Closed	-$17K	–	147
2016 Q3	$17K	Hold	600	–	–	0.01%	149
2016 Q2	$19K	Hold	600	–	–	0.01%	138
2016 Q1	$17K	Hold	600	–	–	0.01%	144
2015 Q4	$16K	Hold	600	–	–	0.01%	156
2015 Q3	$15K	Hold	600	–	–	0.01%	159
2015 Q2	$14K	Hold	600	–	–	0.01%	117
2015 Q1	$16K	Hold	600	–	–	0.01%	137
2014 Q4	$15K	Hold	600	–	–	0.01%	149
2014 Q3	$13K	Hold	600	–	–	0.01%	161
2014 Q2	$14K	Hold	600	–	–	0.01%	132
2014 Q1	$13K	Hold	600	–	–	0.01%	118
2013 Q4	$12K	Buy	+600	New	+$12.4K	0.01%	152

Other funds holding KIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

AAMU

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lenox Wealth Advisors's KIM Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Kimco Realty (KIM) in Q1 2020, closing a stake of 20 shares.

Lenox Wealth Advisors first reported a position in KIM in Q4 2013 and held it in 13 quarters. The position peaked at $19K in Q2 2016. 421 funds tracked by Wall St. Rank hold KIM as of Q1 2020.

Lenox Wealth Advisors reported no remaining Kimco Realty position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 20 Kimco Realty shares in Q1 2020.
Lenox Wealth Advisors first reported a position in Kimco Realty in Q4 2013 and held it in 13 quarters.
Lenox Wealth Advisors's Kimco Realty position peaked at $19K in Q2 2016.
421 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.