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M Holdings Securities’s Kimco Realty KIM Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-26,400
Closed -$442K – 349
2018
Q3 		$442K Sell
26,400
-300
-1% -$5.03K 0.12% 216
2018
Q2 		$454K Sell
26,700
-2,100
-7% -$31.7K 0.12% 199
2018
Q1 		$415K Buy
28,800
+7,150
+33% +$110K 0.13% 208
2017
Q4 		$393K Sell
21,650
-1,650
-7% -$30.9K 0.12% 210
2017
Q3 		$456K Buy
23,300
+50
+0.2% +$981 0.14% 189
2017
Q2 		$427K Buy
23,250
+9,950
+75% +$195K 0.15% 184
2017
Q1 		$294K Buy
+13,300
New +$320K 0.11% 207

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

M Holdings Securities's KIM Position: Q4 2018 in Review

M Holdings Securities sold out of Kimco Realty (KIM) in Q4 2018, closing a stake of 26,400 shares — an estimated $442K sold.

M Holdings Securities first reported a position in KIM in Q1 2017 and held it in 7 quarters. The position peaked at $456K in Q3 2017. 434 funds tracked by Wall St. Rank hold KIM as of Q4 2018.

  • M Holdings Securities reported no remaining Kimco Realty position as of Q4 2018 after selling out during the quarter.
  • M Holdings Securities sold 26,400 Kimco Realty shares in Q4 2018, an estimated $442K.
  • M Holdings Securities first reported a position in Kimco Realty in Q1 2017 and held it in 7 quarters.
  • M Holdings Securities's Kimco Realty position peaked at $456K in Q3 2017.
  • 434 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2018.

Based on M Holdings Securities's 13F filing for Q4 2018, filed 15 Feb 2019.