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Merriman Wealth Management’s Kimco Realty KIM Stock Holding History

Merriman Wealth 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
2018
Q1 		– Sell
-20,700
Closed -$376K – 198
2017
Q4 		$376K Buy
+20,700
New +$388K 0.09% 132

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Merriman Wealth Management's KIM Position: Q1 2018 in Review

Merriman Wealth Management sold out of Kimco Realty (KIM) in Q1 2018, closing a stake of 20,700 shares — an estimated $376K sold.

Merriman Wealth Management first reported a position in KIM in Q4 2017 and held it in 1 quarter. The position peaked at $376K in Q4 2017. 435 funds tracked by Wall St. Rank hold KIM as of Q1 2018.

  • Merriman Wealth Management reported no remaining Kimco Realty position as of Q1 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 20,700 Kimco Realty shares in Q1 2018, an estimated $376K.
  • Merriman Wealth Management first reported a position in Kimco Realty in Q4 2017 and held it in 1 quarter.
  • Merriman Wealth Management's Kimco Realty position peaked at $376K in Q4 2017.
  • 435 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.