UOC
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UBS O'Connor’s Kimco Realty KIM Stock Holding History

UBS O'Connor’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
2015
Q3 		– Sell
-387,426
Closed -$8.73M – 651
2015
Q2 		$8.73M Buy
+387,426
New +$9.46M 0.07% 275
2014
Q3 		– Sell
-63,138
Closed -$1.45M – 493
2014
Q2 		$1.45M Buy
+63,138
New +$1.43M 0.01% 302
2013
Q4 		– Sell
-177,154
Closed -$3.58M – 450
2013
Q3 		$3.58M Buy
+177,154
New +$3.78M 0.07% 236

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS O'Connor's KIM Position: Q3 2015 in Review

UBS O'Connor sold out of Kimco Realty (KIM) in Q3 2015, closing a stake of 387,426 shares — an estimated $8.73M sold.

UBS O'Connor first reported a position in KIM in Q3 2013 and held it in 3 quarters. The position peaked at $8.73M in Q2 2015. 375 funds tracked by Wall St. Rank hold KIM as of Q3 2015.

  • UBS O'Connor reported no remaining Kimco Realty position as of Q3 2015 after selling out during the quarter.
  • UBS O'Connor sold 387,426 Kimco Realty shares in Q3 2015, an estimated $8.73M.
  • UBS O'Connor first reported a position in Kimco Realty in Q3 2013 and held it in 3 quarters.
  • UBS O'Connor's Kimco Realty position peaked at $8.73M in Q2 2015.
  • 375 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2015.

Based on UBS O'Connor's 13F filing for Q3 2015, filed 13 Nov 2015.