Personal Wealth Partners’s Kimco Realty KIM Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-94	Closed	-$2K	–	338
2019 Q4	$2K	Hold	94	–	–	﹤0.01%	352
2019 Q3	$2K	Buy	+94	New	+$1.79K	﹤0.01%	361

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's KIM Position: Q1 2020 in Review

Personal Wealth Partners sold out of Kimco Realty (KIM) in Q1 2020, closing a stake of 94 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in KIM in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 420 funds tracked by Wall St. Rank hold KIM as of Q1 2020.

Personal Wealth Partners reported no remaining Kimco Realty position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 94 Kimco Realty shares in Q1 2020, an estimated $2K.
Personal Wealth Partners first reported a position in Kimco Realty in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Kimco Realty position peaked at $2K in Q4 2019.
420 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.