Omnia Family Wealth’s Kimco Realty KIM Stock Holding History

Omnia 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
2018 Q1	–	Sell	-145	Closed	-$3K	–	618
2017 Q4	$3K	Hold	145	–	–	﹤0.01%	373
2017 Q3	$3K	Hold	145	–	–	﹤0.01%	388
2017 Q2	$3K	Buy	+145	New	+$2.84K	﹤0.01%	514

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Omnia Family Wealth's KIM Position: Q1 2018 in Review

Omnia Family Wealth sold out of Kimco Realty (KIM) in Q1 2018, closing a stake of 145 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in KIM in Q2 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2017. 435 funds tracked by Wall St. Rank hold KIM as of Q1 2018.

Omnia Family Wealth reported no remaining Kimco Realty position as of Q1 2018 after selling out during the quarter.
Omnia Family Wealth sold 145 Kimco Realty shares in Q1 2018, an estimated $3K.
Omnia Family Wealth first reported a position in Kimco Realty in Q2 2017 and held it in 3 quarters.
Omnia Family Wealth's Kimco Realty position peaked at $3K in Q4 2017.
435 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2018.

Based on Omnia Family Wealth's 13F filing for Q1 2018, filed 11 May 2018.