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Mariner Wealth Advisors (NYC)’s Kimco Realty KIM Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$17K Buy
+649
New +$17.4K 0.01% 298

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s KIM Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Kimco Realty (KIM) in Q1 2015: 649 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings.

372 funds tracked by Wall St. Rank hold KIM as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 649 shares of Kimco Realty worth $17K as of Q1 2015.
  • Kimco Realty was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Kimco Realty made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #298 holding.
  • 372 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.