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Placemark Investments’s Kimco Realty KIM Stock Holding History

Placemark Investments’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
Q4 		$225K Sell
8,965
-21,160
-70% -$518K ﹤0.01% 1514
2014
Q3 		$660K Sell
30,125
-318
-1% -$7.29K 0.01% 1058
2014
Q2 		$698K Buy
30,443
+197
+0.7% +$4.47K 0.01% 1031
2014
Q1 		$662K Buy
+30,246
New +$644K 0.01% 1004
2013
Q3 		– Sell
-31,642
Closed -$678K – 1583
2013
Q2 		$678K Buy
+31,642
New +$724K 0.01% 927

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Placemark Investments's KIM Position: Q4 2014 in Review

Placemark Investments reduced its Kimco Realty (KIM) stake by 70% in Q4 2014, selling an estimated $518K and leaving 8,965 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Placemark Investments first reported a position in KIM in Q2 2013 and has held it in 5 quarters since. The position peaked at $698K in Q2 2014. 399 funds tracked by Wall St. Rank hold KIM as of Q4 2014.

  • Placemark Investments held 8,965 shares of Kimco Realty worth $225K as of Q4 2014.
  • Placemark Investments sold 21,160 Kimco Realty shares in Q4 2014, an estimated $518K.
  • Kimco Realty made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1514 holding.
  • Placemark Investments first reported a position in Kimco Realty in Q2 2013 and has held it in 5 quarters since.
  • Placemark Investments's Kimco Realty position peaked at $698K in Q2 2014.
  • 399 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.