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Security National Trust’s Kimco Realty KIM Stock Holding History

Security National 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
-181
Closed -$5K – 443
2016
Q3 		$5K Buy
+181
New +$5.51K ﹤0.01% 418
2013
Q4 		– Sell
-150
Closed -$3K – 537
2013
Q3 		$3K Hold
150
– – ﹤0.01% 468
2013
Q2 		$3K Buy
+150
New +$3.43K ﹤0.01% 456

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $7.18B AUM 18.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Security National Trust's KIM Position: Q4 2016 in Review

Security National Trust sold out of Kimco Realty (KIM) in Q4 2016, closing a stake of 181 shares — an estimated $5K sold.

Security National Trust first reported a position in KIM in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q3 2016. 411 funds tracked by Wall St. Rank hold KIM as of Q4 2016.

  • Security National Trust reported no remaining Kimco Realty position as of Q4 2016 after selling out during the quarter.
  • Security National Trust sold 181 Kimco Realty shares in Q4 2016, an estimated $5K.
  • Security National Trust first reported a position in Kimco Realty in Q2 2013 and held it in 3 quarters.
  • Security National Trust's Kimco Realty position peaked at $5K in Q3 2016.
  • 411 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2016.

Based on Security National Trust's 13F filing for Q4 2016, filed 10 Feb 2017.