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Asset Planning Services (Pennsylvania)’s Kimberly-Clark KMB Stock Holding History

Asset Planning Services (Pennsylvania)’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
-1,900
Closed -$256K – 291
2016
Q1 		$256K Buy
+1,900
New +$247K 0.23% 52

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
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
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

Asset Planning Services (Pennsylvania)'s KMB Position: Q2 2016 in Review

Asset Planning Services (Pennsylvania) sold out of Kimberly-Clark (KMB) in Q2 2016, closing a stake of 1,900 shares — an estimated $256K sold.

Asset Planning Services (Pennsylvania) first reported a position in KMB in Q1 2016 and held it in 1 quarter. The position peaked at $256K in Q1 2016. 1,299 funds tracked by Wall St. Rank hold KMB as of Q2 2016.

  • Asset Planning Services (Pennsylvania) reported no remaining Kimberly-Clark position as of Q2 2016 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,900 Kimberly-Clark shares in Q2 2016, an estimated $256K.
  • Asset Planning Services (Pennsylvania) first reported a position in Kimberly-Clark in Q1 2016 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Kimberly-Clark position peaked at $256K in Q1 2016.
  • 1,299 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2016.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2016, filed 13 Jan 2017.