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WFG Advisors’s Kite Realty KRG Stock Holding History

WFG Advisors’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
2016
Q3 		– Sell
-360
Closed -$10K – 1638
2016
Q2 		$10K Sell
360
-2,177
-86% -$59.5K ﹤0.01% 1097
2016
Q1 		$70K Hold
2,537
– – 0.02% 571
2015
Q4 		$66K Buy
2,537
+736
+41% +$19.1K 0.02% 579
2015
Q3 		$43K Hold
1,801
– – 0.01% 695
2015
Q2 		$44K Sell
1,801
-1,081
-38% -$29.2K 0.01% 763
2015
Q1 		$81K Hold
2,882
– – 0.02% 596
2014
Q4 		$83K Buy
+2,882
New +$76.3K 0.02% 698

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

WFG Advisors's KRG Position: Q3 2016 in Review

WFG Advisors sold out of Kite Realty (KRG) in Q3 2016, closing a stake of 360 shares — an estimated $10K sold.

WFG Advisors first reported a position in KRG in Q4 2014 and held it in 7 quarters. The position peaked at $83K in Q4 2014. 216 funds tracked by Wall St. Rank hold KRG as of Q3 2016.

  • WFG Advisors reported no remaining Kite Realty position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 360 Kite Realty shares in Q3 2016, an estimated $10K.
  • WFG Advisors first reported a position in Kite Realty in Q4 2014 and held it in 7 quarters.
  • WFG Advisors's Kite Realty position peaked at $83K in Q4 2014.
  • 216 funds tracked by Wall St. Rank held Kite Realty as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.