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Allegis Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Allegis Investment Advisors’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
2018
Q1 		$397K Buy
3,604
+246
+7% +$28K 0.12% 160
2017
Q4 		$405K Sell
3,358
-1,009
-23% -$118K 0.12% 167
2017
Q3 		$514K Buy
4,367
+417
+11% +$50.9K 0.12% 155
2017
Q2 		$510K Buy
3,950
+1,054
+36% +$137K 0.13% 146
2017
Q1 		$381K Buy
2,896
+282
+11% +$35.6K 0.1% 178
2016
Q4 		$298K Buy
2,614
+64
+3% +$7.43K 0.09% 191
2016
Q3 		$322K Sell
2,550
-290
-10% -$37.5K 0.12% 163
2016
Q2 		$383K Sell
2,840
-103
-3% -$13.5K 0.19% 137
2016
Q1 		$396K Sell
2,943
-269
-8% -$35K 0.23% 132
2015
Q4 		$409K Buy
+3,212
New +$386K 0.23% 118

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegis Investment Advisors's KMB Position: Q1 2018 in Review

Allegis Investment Advisors increased its Kimberly-Clark (KMB) stake by 7.3% in Q1 2018, buying an estimated $28K and bringing the position to 3,604 shares worth $397K. The position accounts for 0.12% of the portfolio, ranked #160.

Allegis Investment Advisors first reported a position in KMB in Q4 2015 and has held it in 10 quarters since. The position peaked at $514K in Q3 2017. 1,379 funds tracked by Wall St. Rank hold KMB as of Q1 2018.

  • Allegis Investment Advisors held 3,604 shares of Kimberly-Clark worth $397K as of Q1 2018.
  • Allegis Investment Advisors bought 246 Kimberly-Clark shares in Q1 2018, an estimated $28K.
  • Kimberly-Clark made up 0.12% of Allegis Investment Advisors's portfolio in Q1 2018, its #160 holding.
  • Allegis Investment Advisors first reported a position in Kimberly-Clark in Q4 2015 and has held it in 10 quarters since.
  • Allegis Investment Advisors's Kimberly-Clark position peaked at $514K in Q3 2017.
  • 1,379 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.