Sharkey, Howes & Javer’s Kimco Realty KIM Stock Holding History

Sharkey, Howes & Javer’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	-600	Closed	-$14K	–	260
2015 Q3	$14K	Buy	+600	New	+$14.4K	0.01%	171
2015 Q2	–	Sell	-600	Closed	-$16K	–	231
2015 Q1	$16K	Buy	+600	New	+$16.1K	0.01%	165

Other funds holding KIM

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

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

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

Sharkey, Howes & Javer's KIM Position: Q4 2015 in Review

Sharkey, Howes & Javer sold out of Kimco Realty (KIM) in Q4 2015, closing a stake of 600 shares — an estimated $14K sold.

Sharkey, Howes & Javer first reported a position in KIM in Q1 2015 and held it in 2 quarters. The position peaked at $16K in Q1 2015. 399 funds tracked by Wall St. Rank hold KIM as of Q4 2015.

Sharkey, Howes & Javer reported no remaining Kimco Realty position as of Q4 2015 after selling out during the quarter.
Sharkey, Howes & Javer sold 600 Kimco Realty shares in Q4 2015, an estimated $14K.
Sharkey, Howes & Javer first reported a position in Kimco Realty in Q1 2015 and held it in 2 quarters.
Sharkey, Howes & Javer's Kimco Realty position peaked at $16K in Q1 2015.
399 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2015, filed 8 Feb 2016.