Reilly Financial Advisors’s Kimco Realty KIM Stock Holding History

Reilly Financial 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	-468	Closed	-$6K	–	890
2020 Q2	$6K	Hold	468	–	–	﹤0.01%	674
2020 Q1	$5K	Hold	468	–	–	﹤0.01%	683
2019 Q4	$10K	Hold	468	–	–	﹤0.01%	628
2019 Q3	$10K	Hold	468	–	–	﹤0.01%	630
2019 Q2	$9K	Hold	468	–	–	﹤0.01%	696
2019 Q1	$9K	Buy	+468	New	+$8.03K	﹤0.01%	703
2017 Q1	–	Sell	-385	Closed	-$9K	–	944
2016 Q4	$9K	Buy	+385	New	+$10.1K	﹤0.01%	571
2016 Q2	–	Sell	-201	Closed	-$6K	–	897
2016 Q1	$6K	Buy	+201	New	+$5.43K	﹤0.01%	868
2015 Q2	–	Sell	-4,970	Closed	-$133K	–	1394
2015 Q1	$133K	Buy	+4,970	New	+$133K	0.02%	220

Other funds holding KIM

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Reilly Financial Advisors's KIM Position: Q3 2020 in Review

Reilly Financial Advisors sold out of Kimco Realty (KIM) in Q3 2020, closing a stake of 468 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in KIM in Q1 2015 and held it in 9 quarters. The position peaked at $133K in Q1 2015. 387 funds tracked by Wall St. Rank hold KIM as of Q3 2020.

Reilly Financial Advisors reported no remaining Kimco Realty position as of Q3 2020 after selling out during the quarter.
Reilly Financial Advisors sold 468 Kimco Realty shares in Q3 2020, an estimated $6K.
Reilly Financial Advisors first reported a position in Kimco Realty in Q1 2015 and held it in 9 quarters.
Reilly Financial Advisors's Kimco Realty position peaked at $133K in Q1 2015.
387 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.