Lourd Capital’s Kimco Realty KIM Stock Holding History

Lourd Capital’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	-21,846	Closed	-$397K	–	223
2017 Q4	$397K	Buy	+21,846	New	+$409K	0.03%	192

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 $3.38T AUM 44.17% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Lourd Capital's KIM Position: Q1 2018 in Review

Lourd Capital sold out of Kimco Realty (KIM) in Q1 2018, closing a stake of 21,846 shares — an estimated $397K sold.

Lourd Capital first reported a position in KIM in Q4 2017 and held it in 1 quarter. The position peaked at $397K in Q4 2017. 435 funds tracked by Wall St. Rank hold KIM as of Q1 2018.

Lourd Capital reported no remaining Kimco Realty position as of Q1 2018 after selling out during the quarter.
Lourd Capital sold 21,846 Kimco Realty shares in Q1 2018, an estimated $397K.
Lourd Capital first reported a position in Kimco Realty in Q4 2017 and held it in 1 quarter.
Lourd Capital's Kimco Realty position peaked at $397K in Q4 2017.
435 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.