TCI Wealth Advisors’s Kimco Realty KIM Stock Holding History

TCI Wealth 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 Q4	–	Sell	-155	Closed	-$2K	–	1596
2020 Q3	$2K	Buy	+155	New	+$1.83K	﹤0.01%	1126
2020 Q2	–	Sell	-81	Closed	-$1K	–	1563
2020 Q1	$1K	Sell	81 -244	-75%	-$4.19K	﹤0.01%	1269
2019 Q4	$7K	Sell	325 -115	-26%	-$2.41K	﹤0.01%	776
2019 Q3	$9K	Hold	440	–	–	﹤0.01%	667
2019 Q2	$8K	Sell	440 -13	-3%	-$235	﹤0.01%	671
2019 Q1	$8K	Hold	453	–	–	﹤0.01%	674
2018 Q4	$7K	Buy	453 +22	+5%	+$345	﹤0.01%	704
2018 Q3	$7K	Hold	431	–	–	﹤0.01%	712
2018 Q2	$7K	Buy	431 +61	+16%	+$921	﹤0.01%	704
2018 Q1	$5K	Buy	370 +50	+16%	+$770	﹤0.01%	737
2017 Q4	$6K	Buy	320 +233	+268%	+$4.36K	﹤0.01%	738
2017 Q3	$2K	Sell	87 -26	-23%	-$510	﹤0.01%	959
2017 Q2	$2K	Sell	113 -6	-5%	-$118	﹤0.01%	995
2017 Q1	$3K	Sell	119 -100	-46%	-$2.4K	﹤0.01%	845
2016 Q4	$6K	Buy	219 +100	+84%	+$2.63K	﹤0.01%	732
2016 Q3	$3K	Hold	119	–	–	﹤0.01%	865
2016 Q2	$4K	Hold	119	–	–	﹤0.01%	771
2016 Q1	$3K	Hold	119	–	–	﹤0.01%	845
2015 Q4	$3K	Hold	119	–	–	﹤0.01%	799
2015 Q3	$3K	Hold	119	–	–	﹤0.01%	729
2015 Q2	$3K	Buy	119 +6	+5%	+$147	﹤0.01%	735
2015 Q1	$3K	Hold	113	–	–	﹤0.01%	670
2014 Q4	$3K	Hold	113	–	–	﹤0.01%	662
2014 Q3	$2K	Hold	113	–	–	﹤0.01%	738
2014 Q2	$3K	Buy	113 +26	+30%	+$590	﹤0.01%	691
2014 Q1	$2K	Hold	87	–	–	﹤0.01%	719
2013 Q4	$2K	Hold	87	–	–	﹤0.01%	718
2013 Q3	$2K	Hold	87	–	–	﹤0.01%	638
2013 Q2	$2K	Buy	+87	New	+$1.99K	﹤0.01%	589

Other funds holding KIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

TCI Wealth Advisors's KIM Position: Q4 2020 in Review

TCI Wealth Advisors sold out of Kimco Realty (KIM) in Q4 2020, closing a stake of 155 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in KIM in Q2 2013 and held it in 29 quarters. The position peaked at $9K in Q3 2019. 393 funds tracked by Wall St. Rank hold KIM as of Q4 2020.

TCI Wealth Advisors reported no remaining Kimco Realty position as of Q4 2020 after selling out during the quarter.
TCI Wealth Advisors sold 155 Kimco Realty shares in Q4 2020, an estimated $2K.
TCI Wealth Advisors first reported a position in Kimco Realty in Q2 2013 and held it in 29 quarters.
TCI Wealth Advisors's Kimco Realty position peaked at $9K in Q3 2019.
393 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2020.

Based on TCI Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.