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Aris Wealth Services’s Kimberly-Clark KMB Stock Holding History

Aris Wealth Services’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
Q3 		– Sell
-304
Closed -$32K – 444
2015
Q2 		$32K Buy
304
+5
+2% +$545 0.03% 267
2015
Q1 		$32K Buy
+299
New +$33K 0.03% 266

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aris Wealth Services's KMB Position: Q3 2015 in Review

Aris Wealth Services sold out of Kimberly-Clark (KMB) in Q3 2015, closing a stake of 304 shares — an estimated $32K sold.

Aris Wealth Services first reported a position in KMB in Q1 2015 and held it in 2 quarters. The position peaked at $32K in Q2 2015. 1,196 funds tracked by Wall St. Rank hold KMB as of Q3 2015.

  • Aris Wealth Services reported no remaining Kimberly-Clark position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 304 Kimberly-Clark shares in Q3 2015, an estimated $32K.
  • Aris Wealth Services first reported a position in Kimberly-Clark in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Kimberly-Clark position peaked at $32K in Q2 2015.
  • 1,196 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.