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YorkBridge Wealth Partners’s Kimco Realty KIM Stock Holding History

YorkBridge Wealth Partners’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
-2,620
Closed -$69K – 899
2016
Q4 		$69K Buy
+2,620
New +$69K 0.04% 306

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

YorkBridge Wealth Partners's KIM Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Kimco Realty (KIM) in Q1 2017, closing a stake of 2,620 shares — an estimated $69K sold.

YorkBridge Wealth Partners first reported a position in KIM in Q4 2016 and held it in 1 quarter. The position peaked at $69K in Q4 2016. 408 funds tracked by Wall St. Rank hold KIM as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Kimco Realty position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 2,620 Kimco Realty shares in Q1 2017, an estimated $69K.
  • YorkBridge Wealth Partners first reported a position in Kimco Realty in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Kimco Realty position peaked at $69K in Q4 2016.
  • 408 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.