Wealthfront’s Kimco Realty KIM Stock Holding History

Wealthfront’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
2018 Q3	$1.88M	Sell	112,109 -10,871	-9%	-$182K	0.02%	134
2018 Q2	$2.09M	Sell	122,980 -49,216	-29%	-$743K	0.02%	122
2018 Q1	$2.48M	Buy	172,196 +60,664	+54%	+$934K	0.03%	109
2017 Q4	$2.02M	Buy	111,532 +10,494	+10%	+$196K	0.02%	125
2017 Q3	$1.98M	Buy	101,038 +74,287	+278%	+$1.46M	0.03%	112
2017 Q2	$491K	Buy	+26,751	New	+$525K	0.01%	271
2016 Q4	–	Sell	-8,676	Closed	-$251K	–	393
2016 Q3	$251K	Buy	8,676 +520	+6%	+$15.8K	0.01%	316
2016 Q2	$256K	Buy	8,156 +203	+3%	+$5.84K	0.01%	295
2016 Q1	$229K	Buy	+7,953	New	+$215K	0.01%	293
2015 Q4	–	Sell	-5,550	Closed	-$136K	–	692
2015 Q3	$136K	Buy	5,550 +509	+10%	+$12.2K	0.01%	355
2015 Q2	$114K	Sell	5,041 -413	-8%	-$10.1K	﹤0.01%	378
2015 Q1	$146K	Buy	5,454 +790	+17%	+$21.2K	0.01%	314
2014 Q4	$117K	Buy	4,664 +823	+21%	+$20.1K	0.01%	332
2014 Q3	$84K	Sell	3,841 -29	-0.7%	-$665	0.01%	317
2014 Q2	$89K	Buy	3,870 +890	+30%	+$20.2K	0.01%	252
2014 Q1	$65K	Buy	+2,980	New	+$63.5K	0.01%	206

Other funds holding KIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Wealthfront's KIM Position: Q3 2018 in Review

Wealthfront reduced its Kimco Realty (KIM) stake by 8.8% in Q3 2018, selling an estimated $182K and leaving 112,109 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #134.

Wealthfront first reported a position in KIM in Q1 2014 and has held it in 16 quarters since. The position peaked at $2.48M in Q1 2018. 443 funds tracked by Wall St. Rank hold KIM as of Q3 2018.

Wealthfront held 112,109 shares of Kimco Realty worth $1.88M as of Q3 2018.
Wealthfront sold 10,871 Kimco Realty shares in Q3 2018, an estimated $182K.
Kimco Realty made up 0.02% of Wealthfront's portfolio in Q3 2018, its #134 holding.
Wealthfront first reported a position in Kimco Realty in Q1 2014 and has held it in 16 quarters since.
Wealthfront's Kimco Realty position peaked at $2.48M in Q1 2018.
443 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.