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Badgley, Phelps & Bell’s Kimberly-Clark KMB Stock Holding History

Badgley, Phelps & Bell’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
Q1 		– Sell
-2,575
Closed -$298K – 170
2014
Q4 		$298K Sell
2,575
-215
-8% -$23.9K 0.03% 122
2014
Q3 		$288K Sell
2,790
-970
-26% -$101K 0.03% 123
2014
Q2 		$401K Sell
3,760
-1,088
-22% -$116K 0.04% 115
2014
Q1 		$512K Sell
4,848
-36
-0.7% -$3.73K 0.05% 116
2013
Q4 		$489K Hold
4,884
– – 0.05% 115
2013
Q3 		$441K Sell
4,884
-26
-0.5% -$2.41K 0.05% 116
2013
Q2 		$457K Buy
+4,910
New +$474K 0.05% 116

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Badgley, Phelps & Bell's KMB Position: Q1 2015 in Review

Badgley, Phelps & Bell sold out of Kimberly-Clark (KMB) in Q1 2015, closing a stake of 2,575 shares — an estimated $298K sold.

Badgley, Phelps & Bell first reported a position in KMB in Q2 2013 and held it in 7 quarters. The position peaked at $512K in Q1 2014. 1,205 funds tracked by Wall St. Rank hold KMB as of Q1 2015.

  • Badgley, Phelps & Bell reported no remaining Kimberly-Clark position as of Q1 2015 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 2,575 Kimberly-Clark shares in Q1 2015, an estimated $298K.
  • Badgley, Phelps & Bell first reported a position in Kimberly-Clark in Q2 2013 and held it in 7 quarters.
  • Badgley, Phelps & Bell's Kimberly-Clark position peaked at $512K in Q1 2014.
  • 1,205 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2015.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2015, filed 6 May 2015.