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Lincluden Management’s Kimco Realty KIM Stock Holding History

Lincluden Management’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
-93,820
Closed -$1.7M – 77
2017
Q4 		$1.7M Hold
93,820
– – 0.12% 67
2017
Q3 		$1.83M Hold
93,820
– – 0.14% 68
2017
Q2 		$1.72M Buy
93,820
+13,050
+16% +$256K 0.15% 65
2017
Q1 		$1.78M Buy
+80,770
New +$1.94M 0.16% 67
2016
Q2 		– Sell
-57,740
Closed -$1.66M – 85
2016
Q1 		$1.66M Sell
57,740
-44,640
-44% -$1.21M 0.28% 68
2015
Q4 		$2.71M Hold
102,380
– – 0.55% 51
2015
Q3 		$2.5M Buy
+102,380
New +$2.46M 0.48% 57

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Lincluden Management's KIM Position: Q1 2018 in Review

Lincluden Management sold out of Kimco Realty (KIM) in Q1 2018, closing a stake of 93,820 shares — an estimated $1.7M sold.

Lincluden Management first reported a position in KIM in Q3 2015 and held it in 7 quarters. The position peaked at $2.71M in Q4 2015. 434 funds tracked by Wall St. Rank hold KIM as of Q1 2018.

  • Lincluden Management reported no remaining Kimco Realty position as of Q1 2018 after selling out during the quarter.
  • Lincluden Management sold 93,820 Kimco Realty shares in Q1 2018, an estimated $1.7M.
  • Lincluden Management first reported a position in Kimco Realty in Q3 2015 and held it in 7 quarters.
  • Lincluden Management's Kimco Realty position peaked at $2.71M in Q4 2015.
  • 434 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2018.

Based on Lincluden Management's 13F filing for Q1 2018, filed 2 May 2018.