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Beach Investment Management’s Kimberly-Clark KMB Stock Holding History

Beach Investment Management’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
Q3 		– Sell
-3,060
Closed -$421K – 39
2016
Q2 		$421K Buy
+3,060
New +$400K 0.85% 34

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
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 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Beach Investment Management's KMB Position: Q3 2016 in Review

Beach Investment Management sold out of Kimberly-Clark (KMB) in Q3 2016, closing a stake of 3,060 shares — an estimated $421K sold.

Beach Investment Management first reported a position in KMB in Q2 2016 and held it in 1 quarter. The position peaked at $421K in Q2 2016. 1,268 funds tracked by Wall St. Rank hold KMB as of Q3 2016.

  • Beach Investment Management reported no remaining Kimberly-Clark position as of Q3 2016 after selling out during the quarter.
  • Beach Investment Management sold 3,060 Kimberly-Clark shares in Q3 2016, an estimated $421K.
  • Beach Investment Management first reported a position in Kimberly-Clark in Q2 2016 and held it in 1 quarter.
  • Beach Investment Management's Kimberly-Clark position peaked at $421K in Q2 2016.
  • 1,268 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2016.

Based on Beach Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.