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Neville Rodie & Shaw’s Kimco Realty KIM Stock Holding History

Neville Rodie & Shaw’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
2014
Q1 		– Sell
-15,800
Closed -$312K – 257
2013
Q4 		$312K Sell
15,800
-300
-2% -$6.2K 0.03% 196
2013
Q3 		$325K Sell
16,100
-600
-4% -$12.8K 0.04% 192
2013
Q2 		$358K Buy
+16,700
New +$382K 0.04% 180

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neville Rodie & Shaw's KIM Position: Q1 2014 in Review

Neville Rodie & Shaw sold out of Kimco Realty (KIM) in Q1 2014, closing a stake of 15,800 shares — an estimated $312K sold.

Neville Rodie & Shaw first reported a position in KIM in Q2 2013 and held it in 3 quarters. The position peaked at $358K in Q2 2013. 357 funds tracked by Wall St. Rank hold KIM as of Q1 2014.

  • Neville Rodie & Shaw reported no remaining Kimco Realty position as of Q1 2014 after selling out during the quarter.
  • Neville Rodie & Shaw sold 15,800 Kimco Realty shares in Q1 2014, an estimated $312K.
  • Neville Rodie & Shaw first reported a position in Kimco Realty in Q2 2013 and held it in 3 quarters.
  • Neville Rodie & Shaw's Kimco Realty position peaked at $358K in Q2 2013.
  • 357 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2014.

Based on Neville Rodie & Shaw's 13F filing for Q1 2014, filed 8 Apr 2014.