Luther King Capital Management (LKCM)
KIM icon

Luther King Capital Management (LKCM)’s Kimco Realty KIM Stock Holding History

Luther King Capital Management (LKCM)’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
2013
Q4 		– Sell
-50,000
Closed -$1.01M – 581
2013
Q3 		$1.01M Buy
50,000
+9,520
+24% +$203K 0.01% 423
2013
Q2 		$867K Buy
+40,480
New +$926K 0.01% 440

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Luther King Capital Management (LKCM)'s KIM Position: Q4 2013 in Review

Luther King Capital Management (LKCM) sold out of Kimco Realty (KIM) in Q4 2013, closing a stake of 50,000 shares — an estimated $1.01M sold.

Luther King Capital Management (LKCM) first reported a position in KIM in Q2 2013 and held it in 2 quarters. The position peaked at $1.01M in Q3 2013. 375 funds tracked by Wall St. Rank hold KIM as of Q4 2013.

  • Luther King Capital Management (LKCM) reported no remaining Kimco Realty position as of Q4 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 50,000 Kimco Realty shares in Q4 2013, an estimated $1.01M.
  • Luther King Capital Management (LKCM) first reported a position in Kimco Realty in Q2 2013 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s Kimco Realty position peaked at $1.01M in Q3 2013.
  • 375 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2013, filed 12 Feb 2014.