RJT
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Raymond James Trust’s Kimco Realty KIM Stock Holding History

Raymond James Trust’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
2016
Q4 		– Sell
-9,412
Closed -$272K – 718
2016
Q3 		$272K Sell
9,412
-508
-5% -$15.5K 0.02% 489
2016
Q2 		$312K Buy
+9,920
New +$286K 0.03% 454

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Raymond James Trust's KIM Position: Q4 2016 in Review

Raymond James Trust sold out of Kimco Realty (KIM) in Q4 2016, closing a stake of 9,412 shares — an estimated $272K sold.

Raymond James Trust first reported a position in KIM in Q2 2016 and held it in 2 quarters. The position peaked at $312K in Q2 2016. 412 funds tracked by Wall St. Rank hold KIM as of Q4 2016.

  • Raymond James Trust reported no remaining Kimco Realty position as of Q4 2016 after selling out during the quarter.
  • Raymond James Trust sold 9,412 Kimco Realty shares in Q4 2016, an estimated $272K.
  • Raymond James Trust first reported a position in Kimco Realty in Q2 2016 and held it in 2 quarters.
  • Raymond James Trust's Kimco Realty position peaked at $312K in Q2 2016.
  • 412 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2016.

Based on Raymond James Trust's 13F filing for Q4 2016, filed 19 Jan 2017.