Mosaic Family Wealth’s Kimco Realty KIM Stock Holding History

Mosaic Family Wealth’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
2019 Q1	–	Sell	-55	Closed	-$1K	–	704
2018 Q4	$1K	Hold	55	–	–	﹤0.01%	619
2018 Q3	$1K	Hold	55	–	–	﹤0.01%	627
2018 Q2	$1K	Hold	55	–	–	﹤0.01%	663
2018 Q1	$1K	Hold	55	–	–	﹤0.01%	653
2017 Q4	$1K	Hold	55	–	–	﹤0.01%	665
2017 Q3	$1K	Buy	+55	New	+$1.08K	﹤0.01%	877

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mosaic Family Wealth's KIM Position: Q1 2019 in Review

Mosaic Family Wealth sold out of Kimco Realty (KIM) in Q1 2019, closing a stake of 55 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in KIM in Q3 2017 and held it in 6 quarters. The position peaked at $1K in Q4 2018. 431 funds tracked by Wall St. Rank hold KIM as of Q1 2019.

Mosaic Family Wealth reported no remaining Kimco Realty position as of Q1 2019 after selling out during the quarter.
Mosaic Family Wealth sold 55 Kimco Realty shares in Q1 2019, an estimated $1K.
Mosaic Family Wealth first reported a position in Kimco Realty in Q3 2017 and held it in 6 quarters.
Mosaic Family Wealth's Kimco Realty position peaked at $1K in Q4 2018.
431 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.