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Simply Money Advisors’s Kimco Realty KIM Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-340
Closed -$7K – 253
2013
Q2 		$7K Buy
+340
New +$7.78K ﹤0.01% 202

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Simply Money Advisors's KIM Position: Q3 2013 in Review

Simply Money Advisors sold out of Kimco Realty (KIM) in Q3 2013, closing a stake of 340 shares — an estimated $7K sold.

Simply Money Advisors first reported a position in KIM in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 360 funds tracked by Wall St. Rank hold KIM as of Q3 2013.

  • Simply Money Advisors reported no remaining Kimco Realty position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 340 Kimco Realty shares in Q3 2013, an estimated $7K.
  • Simply Money Advisors first reported a position in Kimco Realty in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Kimco Realty position peaked at $7K in Q2 2013.
  • 360 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.