AmeriServ Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

AmeriServ Wealth 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
2015 Q4	–	Sell	-2,449	Closed	-$267K	–	44
2015 Q3	$267K	Sell	2,449 -1,275	-34%	-$141K	0.51%	44
2015 Q2	$395K	Sell	3,724 -205	-5%	-$22.3K	0.46%	47
2015 Q1	$421K	Sell	3,929 -100	-2%	-$11K	0.48%	44
2014 Q4	$466K	Buy	4,029 +948	+31%	+$105K	0.45%	58
2014 Q3	$318K	Buy	3,081 +21	+0.7%	+$2.19K	0.55%	70
2014 Q2	$326K	Sell	3,060 -10	-0.3%	-$1.06K	0.35%	79
2014 Q1	$325K	Sell	3,070 -251	-8%	-$26K	0.33%	84
2013 Q4	$333K	Buy	3,321 +688	+26%	+$68.7K	0.2%	128
2013 Q3	$238K	Buy	2,633 +350	+15%	+$32.4K	0.15%	155
2013 Q2	$213K	Buy	+2,283	New	+$220K	0.14%	159

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

BIT

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

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

BFA

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

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

AmeriServ Wealth Advisors's KMB Position: Q4 2015 in Review

AmeriServ Wealth Advisors sold out of Kimberly-Clark (KMB) in Q4 2015, closing a stake of 2,449 shares — an estimated $267K sold.

AmeriServ Wealth Advisors first reported a position in KMB in Q2 2013 and held it in 10 quarters. The position peaked at $466K in Q4 2014. 1,269 funds tracked by Wall St. Rank hold KMB as of Q4 2015.

AmeriServ Wealth Advisors reported no remaining Kimberly-Clark position as of Q4 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 2,449 Kimberly-Clark shares in Q4 2015, an estimated $267K.
AmeriServ Wealth Advisors first reported a position in Kimberly-Clark in Q2 2013 and held it in 10 quarters.
AmeriServ Wealth Advisors's Kimberly-Clark position peaked at $466K in Q4 2014.
1,269 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.