WealthPLAN Partners’s Kimco Realty KIM Stock Holding History

WealthPLAN Partners’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
2016 Q3	–	Sell	-409	Closed	-$13	–	1023
2016 Q2	$13	Buy	+409	New	+$11.8K	﹤0.01%	2512

Other funds holding KIM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's KIM Position: Q3 2016 in Review

WealthPLAN Partners sold out of Kimco Realty (KIM) in Q3 2016, closing a stake of 409 shares — an estimated $13 sold.

WealthPLAN Partners first reported a position in KIM in Q2 2016 and held it in 1 quarter. The position peaked at $13 in Q2 2016. 409 funds tracked by Wall St. Rank hold KIM as of Q3 2016.

WealthPLAN Partners reported no remaining Kimco Realty position as of Q3 2016 after selling out during the quarter.
WealthPLAN Partners sold 409 Kimco Realty shares in Q3 2016, an estimated $13.
WealthPLAN Partners first reported a position in Kimco Realty in Q2 2016 and held it in 1 quarter.
WealthPLAN Partners's Kimco Realty position peaked at $13 in Q2 2016.
409 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.