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Measured Wealth Private Client Group’s Kimco Realty KIM Stock Holding History

Measured Wealth Private Client Group’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
-1,567
Closed -$26K – 417
2018
Q3 		$26K Buy
+1,567
New +$26.3K 0.02% 479

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

Measured Wealth Private Client Group's KIM Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Kimco Realty (KIM) in Q4 2018, closing a stake of 1,567 shares — an estimated $26K sold.

Measured Wealth Private Client Group first reported a position in KIM in Q3 2018 and held it in 1 quarter. The position peaked at $26K in Q3 2018. 434 funds tracked by Wall St. Rank hold KIM as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Kimco Realty position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,567 Kimco Realty shares in Q4 2018, an estimated $26K.
  • Measured Wealth Private Client Group first reported a position in Kimco Realty in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Kimco Realty position peaked at $26K in Q3 2018.
  • 434 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.