PRW Wealth Management’s Kimco Realty KIM Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-235	Closed	-$5K	–	377
2019 Q1	$5K	Hold	235	–	–	﹤0.01%	375
2018 Q4	$4K	Buy	+235	New	+$3.69K	0.01%	419

Other funds holding KIM

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PRW Wealth Management's KIM Position: Q2 2019 in Review

PRW Wealth Management sold out of Kimco Realty (KIM) in Q2 2019, closing a stake of 235 shares — an estimated $5K sold.

PRW Wealth Management first reported a position in KIM in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 435 funds tracked by Wall St. Rank hold KIM as of Q2 2019.

PRW Wealth Management reported no remaining Kimco Realty position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 235 Kimco Realty shares in Q2 2019, an estimated $5K.
PRW Wealth Management first reported a position in Kimco Realty in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Kimco Realty position peaked at $5K in Q1 2019.
435 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.