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WFG Advisors’s Kimco Realty KIM Stock Holding History

WFG Advisors’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
2017
Q1 		– Sell
-211
Closed -$5K – 1584
2016
Q4 		$5K Buy
211
+2
+1% +$53 ﹤0.01% 1268
2016
Q3 		$6K Buy
209
+1
+0.5% +$30 ﹤0.01% 1241
2016
Q2 		$7K Buy
208
+2
+1% +$58 ﹤0.01% 1173
2016
Q1 		$6K Buy
206
+2
+1% +$54 ﹤0.01% 1159
2015
Q4 		$5K Buy
204
+2
+1% +$52 ﹤0.01% 1228
2015
Q3 		$5K Buy
202
+2
+1% +$48 ﹤0.01% 1261
2015
Q2 		$5K Hold
200
– – ﹤0.01% 1346
2015
Q1 		$5K Hold
200
– – ﹤0.01% 1367
2014
Q4 		$5K Sell
200
-166
-45% -$4.06K ﹤0.01% 1637
2014
Q3 		$8K Buy
366
+202
+123% +$4.63K ﹤0.01% 1554
2014
Q2 		$4K Buy
164
+1
+0.6% +$23 ﹤0.01% 1705
2014
Q1 		$4K Buy
163
+2
+1% +$43 ﹤0.01% 1671
2013
Q4 		$3K Buy
161
+2
+1% +$41 ﹤0.01% 1879
2013
Q3 		$3K Buy
159
+1
+0.6% +$21 ﹤0.01% 1848
2013
Q2 		$3K Buy
+158
New +$3.62K ﹤0.01% 1774

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WFG Advisors's KIM Position: Q1 2017 in Review

WFG Advisors sold out of Kimco Realty (KIM) in Q1 2017, closing a stake of 211 shares — an estimated $5K sold.

WFG Advisors first reported a position in KIM in Q2 2013 and held it in 15 quarters. The position peaked at $8K in Q3 2014. 408 funds tracked by Wall St. Rank hold KIM as of Q1 2017.

  • WFG Advisors reported no remaining Kimco Realty position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 211 Kimco Realty shares in Q1 2017, an estimated $5K.
  • WFG Advisors first reported a position in Kimco Realty in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's Kimco Realty position peaked at $8K in Q3 2014.
  • 408 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.