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LWA
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
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
AAMU
APG Asset Management US
New York
$13B AUM
5.3%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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