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Sigma Planning Corp’s Kite Realty KRG Stock Holding History

Sigma Planning Corp’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,075
Closed -$197K – 891
2017
Q4 		$197K Sell
10,075
-7,338
-42% -$143K 0.02% 778
2017
Q3 		$353K Buy
17,413
+1,709
+11% +$34.3K 0.03% 544
2017
Q2 		$297K Sell
15,704
-9,418
-37% -$185K 0.03% 577
2017
Q1 		$540K Buy
25,122
+8,311
+49% +$189K 0.05% 374
2016
Q4 		$395K Buy
16,811
+821
+5% +$20.3K 0.04% 423
2016
Q3 		$443K Sell
15,990
-80
-0.5% -$2.3K 0.05% 374
2016
Q2 		$450K Sell
16,070
-1,188
-7% -$32.5K 0.06% 351
2016
Q1 		$478K Buy
17,258
+1,633
+10% +$43.3K 0.07% 325
2015
Q4 		$405K Buy
15,625
+2,238
+17% +$58.1K 0.06% 378
2015
Q3 		$319K Sell
13,387
-881
-6% -$22K 0.05% 412
2015
Q2 		$349K Sell
14,268
-10,570
-43% -$285K 0.05% 446
2015
Q1 		$700K Buy
24,838
+173
+0.7% +$5.02K 0.09% 260
2014
Q4 		$709K Buy
+24,665
New +$653K 0.09% 251

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sigma Planning Corp's KRG Position: Q1 2018 in Review

Sigma Planning Corp sold out of Kite Realty (KRG) in Q1 2018, closing a stake of 10,075 shares — an estimated $197K sold.

Sigma Planning Corp first reported a position in KRG in Q4 2014 and held it in 13 quarters. The position peaked at $709K in Q4 2014. 229 funds tracked by Wall St. Rank hold KRG as of Q1 2018.

  • Sigma Planning Corp reported no remaining Kite Realty position as of Q1 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 10,075 Kite Realty shares in Q1 2018, an estimated $197K.
  • Sigma Planning Corp first reported a position in Kite Realty in Q4 2014 and held it in 13 quarters.
  • Sigma Planning Corp's Kite Realty position peaked at $709K in Q4 2014.
  • 229 funds tracked by Wall St. Rank held Kite Realty as of Q1 2018.

Based on Sigma Planning Corp's 13F filing for Q1 2018, filed 11 May 2018.