MHS
KRG icon

M Holdings Securities’s Kite Realty KRG Stock Holding History

M Holdings Securities’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,280
Closed -$31K – 321
2014
Q3 		$31K Buy
+1,280
New +$32.4K 0.02% 455

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

M Holdings Securities's KRG Position: Q4 2014 in Review

M Holdings Securities sold out of Kite Realty (KRG) in Q4 2014, closing a stake of 1,280 shares — an estimated $31K sold.

M Holdings Securities first reported a position in KRG in Q3 2014 and held it in 1 quarter. The position peaked at $31K in Q3 2014. 197 funds tracked by Wall St. Rank hold KRG as of Q4 2014.

  • M Holdings Securities reported no remaining Kite Realty position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,280 Kite Realty shares in Q4 2014, an estimated $31K.
  • M Holdings Securities first reported a position in Kite Realty in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Kite Realty position peaked at $31K in Q3 2014.
  • 197 funds tracked by Wall St. Rank held Kite Realty as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.