WealthTrust-Arizona’s Kimco Realty KIM Stock Holding History

WealthTrust-Arizona’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 Q1	–	Sell	-2,100	Closed	-$38K	–	668
2017 Q4	$38K	Buy	2,100 +1,100	+110%	+$20.6K	0.02%	196
2017 Q3	$20K	Buy	+1,000	New	+$19.6K	0.01%	279

Other funds holding KIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

WealthTrust-Arizona's KIM Position: Q1 2018 in Review

WealthTrust-Arizona sold out of Kimco Realty (KIM) in Q1 2018, closing a stake of 2,100 shares — an estimated $38K sold.

WealthTrust-Arizona first reported a position in KIM in Q3 2017 and held it in 2 quarters. The position peaked at $38K in Q4 2017. 435 funds tracked by Wall St. Rank hold KIM as of Q1 2018.

WealthTrust-Arizona reported no remaining Kimco Realty position as of Q1 2018 after selling out during the quarter.
WealthTrust-Arizona sold 2,100 Kimco Realty shares in Q1 2018, an estimated $38K.
WealthTrust-Arizona first reported a position in Kimco Realty in Q3 2017 and held it in 2 quarters.
WealthTrust-Arizona's Kimco Realty position peaked at $38K in Q4 2017.
435 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2018.

Based on WealthTrust-Arizona's 13F filing for Q1 2018, filed 18 Apr 2018.