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Wealthfront’s Kite Realty KRG Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-479
Closed -$11K – 699
2015
Q3 		$11K Buy
479
+223
+87% +$5.57K ﹤0.01% 927
2015
Q2 		$6K Buy
256
+163
+175% +$4.4K ﹤0.01% 994
2015
Q1 		$3K Buy
93
+92
+9,200% +$2.67K ﹤0.01% 920
2014
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 841

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
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's KRG Position: Q4 2015 in Review

Wealthfront sold out of Kite Realty (KRG) in Q4 2015, closing a stake of 479 shares — an estimated $11K sold.

Wealthfront first reported a position in KRG in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q3 2015. 215 funds tracked by Wall St. Rank hold KRG as of Q4 2015.

  • Wealthfront reported no remaining Kite Realty position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 479 Kite Realty shares in Q4 2015, an estimated $11K.
  • Wealthfront first reported a position in Kite Realty in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Kite Realty position peaked at $11K in Q3 2015.
  • 215 funds tracked by Wall St. Rank held Kite Realty as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.