Willingdon Wealth Management’s Kimco Realty KIM Stock Holding History

Willingdon Wealth Management’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 Q4	–	Sell	-29	Closed	-$1K	–	465
2019 Q3	$1K	Buy	+29	New	+$552	﹤0.01%	434

Other funds holding KIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Willingdon Wealth Management's KIM Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Kimco Realty (KIM) in Q4 2019, closing a stake of 29 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in KIM in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 438 funds tracked by Wall St. Rank hold KIM as of Q4 2019.

Willingdon Wealth Management reported no remaining Kimco Realty position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 29 Kimco Realty shares in Q4 2019, an estimated $1K.
Willingdon Wealth Management first reported a position in Kimco Realty in Q3 2019 and held it in 1 quarter.
Willingdon Wealth Management's Kimco Realty position peaked at $1K in Q3 2019.
438 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.