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Ropes Wealth Advisors’s Kimco Realty KIM Stock Holding History

Ropes Wealth 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
-165
Closed -$2K – 639
2020
Q2 		$2K Buy
+165
New +$1.84K ﹤0.01% 534
2017
Q2 		– Sell
-310
Closed -$7K – 549
2017
Q1 		$7K Hold
310
– – ﹤0.01% 464
2016
Q4 		$8K Buy
+310
New +$8.17K ﹤0.01% 454
2016
Q1 		– Sell
-69
Closed -$2K – 487
2015
Q4 		$2K Buy
+69
New +$1.8K ﹤0.01% 394

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ropes Wealth Advisors's KIM Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of Kimco Realty (KIM) in Q3 2020, closing a stake of 165 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in KIM in Q4 2015 and held it in 4 quarters. The position peaked at $8K in Q4 2016. 387 funds tracked by Wall St. Rank hold KIM as of Q3 2020.

  • Ropes Wealth Advisors reported no remaining Kimco Realty position as of Q3 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 165 Kimco Realty shares in Q3 2020, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Kimco Realty in Q4 2015 and held it in 4 quarters.
  • Ropes Wealth Advisors's Kimco Realty position peaked at $8K in Q4 2016.
  • 387 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.