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Regal Investment Advisors’s Kimco Realty KIM Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-200
Closed -$4K – 605
2015
Q3 		$4K Hold
200
– – ﹤0.01% 837
2015
Q2 		$4K Hold
200
– – ﹤0.01% 782
2015
Q1 		$5K Buy
+200
New +$5.37K ﹤0.01% 812

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Regal Investment Advisors's KIM Position: Q4 2015 in Review

Regal Investment Advisors sold out of Kimco Realty (KIM) in Q4 2015, closing a stake of 200 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in KIM in Q1 2015 and held it in 3 quarters. The position peaked at $5K in Q1 2015. 399 funds tracked by Wall St. Rank hold KIM as of Q4 2015.

  • Regal Investment Advisors reported no remaining Kimco Realty position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Kimco Realty shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Kimco Realty in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Kimco Realty position peaked at $5K in Q1 2015.
  • 399 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.