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Rational Advisors’s Kite Realty KRG Stock Holding History

Rational Advisors’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$11K Sell
400
-600
-60% -$15.3K ﹤0.01% 798
2013
Q3 		$24K Hold
1,000
– – ﹤0.01% 742
2013
Q2 		$24K Buy
+1,000
New +$25.3K ﹤0.01% 741

Other funds holding KRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Rational Advisors's KRG Position: Q4 2013 in Review

Rational Advisors reduced its Kite Realty (KRG) stake by 60% in Q4 2013, selling an estimated $15.3K and leaving 400 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Rational Advisors first reported a position in KRG in Q2 2013 and has held it in 3 quarters since. The position peaked at $24K in Q3 2013. 147 funds tracked by Wall St. Rank hold KRG as of Q4 2013.

  • Rational Advisors held 400 shares of Kite Realty worth $11K as of Q4 2013.
  • Rational Advisors sold 600 Kite Realty shares in Q4 2013, an estimated $15.3K.
  • Kite Realty made up ﹤0.01% of Rational Advisors's portfolio in Q4 2013, its #798 holding.
  • Rational Advisors first reported a position in Kite Realty in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Kite Realty position peaked at $24K in Q3 2013.
  • 147 funds tracked by Wall St. Rank held Kite Realty as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.