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Richard Bernstein Advisors’s Kimco Realty KIM Stock Holding History

Richard Bernstein 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
2016
Q3 		– Sell
-82,498
Closed -$2.59M – 233
2016
Q2 		$2.59M Hold
82,498
– – 0.25% 144
2016
Q1 		$2.37M Buy
+82,498
New +$2.23M 0.24% 167

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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 $1.9T AUM 41.92% 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 $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Richard Bernstein Advisors's KIM Position: Q3 2016 in Review

Richard Bernstein Advisors sold out of Kimco Realty (KIM) in Q3 2016, closing a stake of 82,498 shares — an estimated $2.59M sold.

Richard Bernstein Advisors first reported a position in KIM in Q1 2016 and held it in 2 quarters. The position peaked at $2.59M in Q2 2016. 407 funds tracked by Wall St. Rank hold KIM as of Q3 2016.

  • Richard Bernstein Advisors reported no remaining Kimco Realty position as of Q3 2016 after selling out during the quarter.
  • Richard Bernstein Advisors sold 82,498 Kimco Realty shares in Q3 2016, an estimated $2.59M.
  • Richard Bernstein Advisors first reported a position in Kimco Realty in Q1 2016 and held it in 2 quarters.
  • Richard Bernstein Advisors's Kimco Realty position peaked at $2.59M in Q2 2016.
  • 407 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2016.

Based on Richard Bernstein Advisors's 13F filing for Q3 2016, filed 9 Nov 2016.