Advance Capital I’s Kimberly-Clark KMB Stock Holding History

Advance Capital I’s Portfolio KMB Stock Details KMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-8,500	Closed	-$1.14M	–	180
2016 Q1	$1.14M	Sell	8,500 -1,800	-17%	-$234K	1.18%	28
2015 Q4	$1.31M	Sell	10,300 -1,000	-9%	-$120K	1.25%	19
2015 Q3	$1.23M	Buy	11,300 +5,300	+88%	+$584K	1.01%	23
2015 Q2	$636K	Buy	+6,000	New	+$653K	0.42%	117

Other funds holding KMB

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advance Capital I's KMB Position: Q2 2016 in Review

Advance Capital I sold out of Kimberly-Clark (KMB) in Q2 2016, closing a stake of 8,500 shares — an estimated $1.14M sold.

Advance Capital I first reported a position in KMB in Q2 2015 and held it in 4 quarters. The position peaked at $1.31M in Q4 2015. 1,299 funds tracked by Wall St. Rank hold KMB as of Q2 2016.

Advance Capital I reported no remaining Kimberly-Clark position as of Q2 2016 after selling out during the quarter.
Advance Capital I sold 8,500 Kimberly-Clark shares in Q2 2016, an estimated $1.14M.
Advance Capital I first reported a position in Kimberly-Clark in Q2 2015 and held it in 4 quarters.
Advance Capital I's Kimberly-Clark position peaked at $1.31M in Q4 2015.
1,299 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2016.

Based on Advance Capital I's 13F filing for Q2 2016, filed 9 Aug 2016.