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American Economic Planning Group’s Kimberly-Clark KMB Stock Holding History

American Economic Planning Group’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
Q3 		– Sell
-1,524
Closed -$210K – 61
2016
Q2 		$210K Buy
+1,524
New +$199K 0.08% 55

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Economic Planning Group's KMB Position: Q3 2016 in Review

American Economic Planning Group sold out of Kimberly-Clark (KMB) in Q3 2016, closing a stake of 1,524 shares — an estimated $210K sold.

American Economic Planning Group first reported a position in KMB in Q2 2016 and held it in 1 quarter. The position peaked at $210K in Q2 2016. 1,268 funds tracked by Wall St. Rank hold KMB as of Q3 2016.

  • American Economic Planning Group reported no remaining Kimberly-Clark position as of Q3 2016 after selling out during the quarter.
  • American Economic Planning Group sold 1,524 Kimberly-Clark shares in Q3 2016, an estimated $210K.
  • American Economic Planning Group first reported a position in Kimberly-Clark in Q2 2016 and held it in 1 quarter.
  • American Economic Planning Group's Kimberly-Clark position peaked at $210K in Q2 2016.
  • 1,268 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2016.

Based on American Economic Planning Group's 13F filing for Q3 2016, filed 25 Oct 2016.