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Wealthspire Advisors (Maryland)’s Kimco Realty KIM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,809
Closed -$70K – 1267
2019
Q1 		$70K Buy
3,809
+40
+1% +$687 0.01% 774
2018
Q4 		$55K Buy
3,769
+391
+12% +$6.14K ﹤0.01% 820
2018
Q3 		$57K Sell
3,378
-17
-0.5% -$285 ﹤0.01% 921
2018
Q2 		$58K Sell
3,395
-214
-6% -$3.23K 0.01% 919
2018
Q1 		$52K Sell
3,609
-329
-8% -$5.07K ﹤0.01% 963
2017
Q4 		$71K Buy
3,938
+1,709
+77% +$32K 0.01% 860
2017
Q3 		$44K Buy
2,229
+487
+28% +$9.55K ﹤0.01% 1026
2017
Q2 		$32K Buy
1,742
+148
+9% +$2.9K ﹤0.01% 1102
2017
Q1 		$35K Buy
1,594
+23
+1% +$553 0.01% 912
2016
Q4 		$40K Buy
1,571
+53
+3% +$1.4K 0.01% 834
2016
Q3 		$44K Sell
1,518
-3,844
-72% -$117K 0.01% 814
2016
Q2 		$168K Buy
5,362
+192
+4% +$5.53K 0.03% 412
2016
Q1 		$149K Sell
5,170
-100
-2% -$2.7K 0.03% 425
2015
Q4 		$139K Buy
+5,270
New +$137K 0.03% 452

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KIM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kimco Realty (KIM) in Q2 2019, closing a stake of 3,809 shares — an estimated $70K sold.

Wealthspire Advisors (Maryland) first reported a position in KIM in Q4 2015 and held it in 14 quarters. The position peaked at $168K in Q2 2016. 435 funds tracked by Wall St. Rank hold KIM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Kimco Realty position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,809 Kimco Realty shares in Q2 2019, an estimated $70K.
  • Wealthspire Advisors (Maryland) first reported a position in Kimco Realty in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Kimco Realty position peaked at $168K in Q2 2016.
  • 435 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.