MIM
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Merit Investment Management’s Kimco Realty KIM Stock Holding History

Merit Investment Management’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
Q3 		– Sell
-231,964
Closed -$4.97M – 48
2013
Q2 		$4.97M Buy
+231,964
New +$5.31M 4.5% 6

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Merit Investment Management's KIM Position: Q3 2013 in Review

Merit Investment Management sold out of Kimco Realty (KIM) in Q3 2013, closing a stake of 231,964 shares — an estimated $4.97M sold.

Merit Investment Management first reported a position in KIM in Q2 2013 and held it in 1 quarter. The position peaked at $4.97M in Q2 2013. 360 funds tracked by Wall St. Rank hold KIM as of Q3 2013.

  • Merit Investment Management reported no remaining Kimco Realty position as of Q3 2013 after selling out during the quarter.
  • Merit Investment Management sold 231,964 Kimco Realty shares in Q3 2013, an estimated $4.97M.
  • Merit Investment Management first reported a position in Kimco Realty in Q2 2013 and held it in 1 quarter.
  • Merit Investment Management's Kimco Realty position peaked at $4.97M in Q2 2013.
  • 360 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2013.

Based on Merit Investment Management's 13F filing for Q3 2013, filed 13 Nov 2013.