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Valeo Financial Advisors’s Kimco Realty KIM Stock Holding History

Valeo 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
Q3 		– Sell
-138
Closed -$2K – 1878
2020
Q2 		$2K Buy
138
+85
+160% +$946 ﹤0.01% 1768
2020
Q1 		$1K Sell
53
-4,167
-99% -$71.6K ﹤0.01% 1669
2019
Q4 		$87K Buy
4,220
+549
+15% +$11.5K 0.01% 495
2019
Q3 		$77K Buy
3,671
+55
+2% +$1.05K 0.01% 490
2019
Q2 		$67K Buy
+3,616
New +$65.5K 0.01% 525

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valeo Financial Advisors's KIM Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Kimco Realty (KIM) in Q3 2020, closing a stake of 138 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in KIM in Q2 2019 and held it in 5 quarters. The position peaked at $87K in Q4 2019. 386 funds tracked by Wall St. Rank hold KIM as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Kimco Realty position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 138 Kimco Realty shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Kimco Realty in Q2 2019 and held it in 5 quarters.
  • Valeo Financial Advisors's Kimco Realty position peaked at $87K in Q4 2019.
  • 386 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.