Old Mutual Customised Solutions’s Kimco Realty KIM Stock Holding History

Old Mutual Customised Solutions’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 Q2	$372K	Hold	21,900	–	–	0.04%	453
2018 Q1	$315K	Buy	21,900 +9,700	+80%	+$149K	0.03%	476
2017 Q4	$221K	Hold	12,200	–	–	0.02%	530
2017 Q3	$239K	Hold	12,200	–	–	0.03%	506
2017 Q2	$224K	Sell	12,200 -7,100	-37%	-$139K	0.03%	501
2017 Q1	$426K	Buy	19,300 +4,700	+32%	+$113K	0.07%	341
2016 Q4	$367K	Buy	14,600 +3,200	+28%	+$84.3K	0.07%	339
2016 Q3	$330K	Hold	11,400	–	–	0.09%	251
2016 Q2	$358K	Buy	11,400 +7,100	+165%	+$204K	0.09%	274
2016 Q1	$124K	Hold	4,300	–	–	0.03%	552
2015 Q4	$114K	Hold	4,300	–	–	0.03%	565
2015 Q3	$105K	Hold	4,300	–	–	0.03%	583
2015 Q2	$97K	Hold	4,300	–	–	0.02%	632
2015 Q1	$115K	Hold	4,300	–	–	0.03%	598
2014 Q4	$108K	Sell	4,300 -500	-10%	-$12.2K	0.03%	571
2014 Q3	$105K	Sell	4,800 -3,300	-41%	-$75.6K	0.03%	566
2014 Q2	$186K	Buy	8,100 +2,000	+33%	+$45.4K	0.04%	453
2014 Q1	$133K	Hold	6,100	–	–	0.03%	527
2013 Q4	$120K	Hold	6,100	–	–	0.03%	540
2013 Q3	$123K	Hold	6,100	–	–	0.03%	514
2013 Q2	$131K	Buy	+6,100	New	+$140K	0.04%	508

Other funds holding KIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Old Mutual Customised Solutions's KIM Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Kimco Realty (KIM) position steady in Q2 2018 at 21,900 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #453.

Old Mutual Customised Solutions first reported a position in KIM in Q2 2013 and has held it in 21 quarters since. The position peaked at $426K in Q1 2017. 436 funds tracked by Wall St. Rank hold KIM as of Q2 2018.

Old Mutual Customised Solutions held 21,900 shares of Kimco Realty worth $372K as of Q2 2018.
Old Mutual Customised Solutions left its Kimco Realty share count unchanged in Q2 2018.
Kimco Realty made up 0.04% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #453 holding.
Old Mutual Customised Solutions first reported a position in Kimco Realty in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Kimco Realty position peaked at $426K in Q1 2017.
436 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.