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UBS’s Kimco Realty KIM Stock Holding History

UBS’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
2014
Q3 		– Sell
-100
Closed -$2K – 10549
2014
Q2 		$2K Hold
100
– – ﹤0.01% 10035
2014
Q1 		$2K Buy
+100
New +$2.13K ﹤0.01% 10027
2013
Q4 		– Sell
-2,600
Closed -$52K – 10568
2013
Q3 		$52K Sell
2,600
-100
-4% -$2.13K ﹤0.01% 6812
2013
Q2 		$58K Buy
+2,700
New +$61.8K ﹤0.01% 6550

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's KIM Position: Q3 2014 in Review

UBS reduced its Kimco Realty (KIM) stake by 15% in Q3 2014, selling an estimated $735K and leaving 187,031 shares worth $4.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

UBS first reported a position in KIM in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.8M in Q2 2013. 373 funds tracked by Wall St. Rank hold KIM as of Q3 2014.

  • UBS held 187,031 shares of Kimco Realty worth $4.1M as of Q3 2014.
  • UBS sold 32,075 Kimco Realty shares in Q3 2014, an estimated $735K.
  • Kimco Realty made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2220 holding.
  • UBS first reported a position in Kimco Realty in Q2 2013 and has held it in 6 quarters since.
  • UBS's Kimco Realty position peaked at $5.8M in Q2 2013.
  • 373 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.