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Banyan Partners’s Kimberly-Clark KMB Stock Holding History

Banyan Partners’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
2014
Q3 		$432K Sell
4,185
-456
-10% -$47.5K 0.04% 327
2014
Q2 		$495K Sell
4,641
-2,741
-37% -$291K 0.04% 308
2014
Q1 		$780K Sell
7,382
-14,831
-67% -$1.54M 0.07% 249
2013
Q4 		$2.23M Buy
22,213
+206
+0.9% +$20.6K 0.16% 144
2013
Q3 		$1.99M Buy
22,007
+14,050
+177% +$1.3M 0.18% 118
2013
Q2 		$741K Buy
+7,957
New +$768K 0.15% 119

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Banyan Partners's KMB Position: Q3 2014 in Review

Banyan Partners reduced its Kimberly-Clark (KMB) stake by 9.8% in Q3 2014, selling an estimated $47.5K and leaving 4,185 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #327.

Banyan Partners first reported a position in KMB in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.23M in Q4 2013. 1,135 funds tracked by Wall St. Rank hold KMB as of Q3 2014.

  • Banyan Partners held 4,185 shares of Kimberly-Clark worth $432K as of Q3 2014.
  • Banyan Partners sold 456 Kimberly-Clark shares in Q3 2014, an estimated $47.5K.
  • Kimberly-Clark made up 0.04% of Banyan Partners's portfolio in Q3 2014, its #327 holding.
  • Banyan Partners first reported a position in Kimberly-Clark in Q2 2013 and has held it in 6 quarters since.
  • Banyan Partners's Kimberly-Clark position peaked at $2.23M in Q4 2013.
  • 1,135 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.