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Transamerica Financial Advisors’s Kite Realty KRG Stock Holding History

Transamerica Financial Advisors’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
2016
Q2 		– Sell
-1,294
Closed -$36K – 562
2016
Q1 		$36K Hold
1,294
– – ﹤0.01% 412
2015
Q4 		$34K Hold
1,294
– – ﹤0.01% 460
2015
Q3 		$31K Hold
1,294
– – ﹤0.01% 447
2015
Q2 		$32K Hold
1,294
– – ﹤0.01% 507
2015
Q1 		$37K Hold
1,294
– – ﹤0.01% 469
2014
Q4 		$38K Sell
1,294
-2,814
-69% -$74.5K ﹤0.01% 384
2014
Q3 		$100K Buy
+4,108
New +$104K 0.01% 299

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Transamerica Financial Advisors's KRG Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Kite Realty (KRG) in Q2 2016, closing a stake of 1,294 shares — an estimated $36K sold.

Transamerica Financial Advisors first reported a position in KRG in Q3 2014 and held it in 7 quarters. The position peaked at $100K in Q3 2014. 231 funds tracked by Wall St. Rank hold KRG as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Kite Realty position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,294 Kite Realty shares in Q2 2016, an estimated $36K.
  • Transamerica Financial Advisors first reported a position in Kite Realty in Q3 2014 and held it in 7 quarters.
  • Transamerica Financial Advisors's Kite Realty position peaked at $100K in Q3 2014.
  • 231 funds tracked by Wall St. Rank held Kite Realty as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.