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Rational Advisors’s Kimco Realty KIM Stock Holding History

Rational Advisors’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
Q3 		– Sell
-983
Closed -$13K – 623
2020
Q2 		$13K Buy
+983
New +$10.9K 0.01% 335
2020
Q1 		– Sell
-5,253
Closed -$109K – 353
2019
Q4 		$109K Buy
5,253
+4,109
+359% +$86.2K 0.05% 275
2019
Q3 		$24K Buy
1,144
+202
+21% +$3.84K 0.01% 442
2019
Q2 		$17K Buy
942
+676
+254% +$12.2K 0.01% 457
2019
Q1 		$5K Buy
+266
New +$4.57K ﹤0.01% 457
2018
Q4 		– Sell
-312
Closed -$5K – 548
2018
Q3 		$5K Buy
312
+262
+524% +$4.4K ﹤0.01% 428
2018
Q2 		$1K Sell
50
-346
-87% -$5.22K ﹤0.01% 477
2018
Q1 		$6K Buy
+396
New +$6.1K ﹤0.01% 407
2017
Q4 		– Sell
-6,868
Closed -$134K – 325
2017
Q3 		$134K Hold
6,868
– – 0.07% 232
2017
Q2 		$126K Sell
6,868
-23,700
-78% -$465K 0.08% 208
2017
Q1 		$676K Sell
30,568
-15,442
-34% -$371K 0.44% 84
2016
Q4 		$1.16M Sell
46,010
-28,790
-38% -$759K 1.11% 44
2016
Q3 		$2.17M Buy
+74,800
New +$2.28M 1.43% 10
2015
Q3 		– Sell
-14,000
Closed -$316K – 485
2015
Q2 		$316K Hold
14,000
– – 0.1% 159
2015
Q1 		$376K Sell
14,000
-49,100
-78% -$1.32M 0.09% 163
2014
Q4 		$1.59M Buy
+63,100
New +$1.54M 0.31% 106
2013
Q4 		$2.16M Sell
109,200
-60,200
-36% -$1.24M 0.19% 177
2013
Q3 		$3.42M Sell
169,400
-53,300
-24% -$1.14M 0.26% 113
2013
Q2 		$4.77M Buy
+222,700
New +$5.1M 0.4% 67

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rational Advisors's KIM Position: Q3 2020 in Review

Rational Advisors sold out of Kimco Realty (KIM) in Q3 2020, closing a stake of 983 shares — an estimated $13K sold.

Rational Advisors first reported a position in KIM in Q2 2013 and held it in 19 quarters. The position peaked at $4.77M in Q2 2013. 387 funds tracked by Wall St. Rank hold KIM as of Q3 2020.

  • Rational Advisors reported no remaining Kimco Realty position as of Q3 2020 after selling out during the quarter.
  • Rational Advisors sold 983 Kimco Realty shares in Q3 2020, an estimated $13K.
  • Rational Advisors first reported a position in Kimco Realty in Q2 2013 and held it in 19 quarters.
  • Rational Advisors's Kimco Realty position peaked at $4.77M in Q2 2013.
  • 387 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2020.

Based on Rational Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.