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Summit Place Financial Advisors’s Kimco Realty KIM Stock Holding History

Summit Place Financial 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
Q2 		– Sell
-16,000
Closed -$155K – 45
2020
Q1 		$155K Buy
16,000
+4,000
+33% +$68.7K 0.33% 42
2019
Q4 		$249K Buy
+12,000
New +$252K 0.39% 43

Other funds holding KIM

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Place Financial Advisors's KIM Position: Q2 2020 in Review

Summit Place Financial Advisors sold out of Kimco Realty (KIM) in Q2 2020, closing a stake of 16,000 shares — an estimated $155K sold.

Summit Place Financial Advisors first reported a position in KIM in Q4 2019 and held it in 2 quarters. The position peaked at $249K in Q4 2019. 400 funds tracked by Wall St. Rank hold KIM as of Q2 2020.

  • Summit Place Financial Advisors reported no remaining Kimco Realty position as of Q2 2020 after selling out during the quarter.
  • Summit Place Financial Advisors sold 16,000 Kimco Realty shares in Q2 2020, an estimated $155K.
  • Summit Place Financial Advisors first reported a position in Kimco Realty in Q4 2019 and held it in 2 quarters.
  • Summit Place Financial Advisors's Kimco Realty position peaked at $249K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2020.

Based on Summit Place Financial Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.