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Bellwether Investment Group’s Kimberly-Clark KMB Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-597
Closed -$79K – 347
2017
Q1 		$79K Sell
597
-3,228
-84% -$407K 0.21% 106
2016
Q4 		$436K Buy
+3,825
New +$444K 0.39% 73
2016
Q2 		$442K Buy
+3,211
New +$420K 0.49% 58

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Investment Group's KMB Position: Q2 2017 in Review

Bellwether Investment Group sold out of Kimberly-Clark (KMB) in Q2 2017, closing a stake of 597 shares — an estimated $79K sold.

Bellwether Investment Group first reported a position in KMB in Q2 2016 and held it in 3 quarters. The position peaked at $442K in Q2 2016. 1,324 funds tracked by Wall St. Rank hold KMB as of Q2 2017.

  • Bellwether Investment Group reported no remaining Kimberly-Clark position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 597 Kimberly-Clark shares in Q2 2017, an estimated $79K.
  • Bellwether Investment Group first reported a position in Kimberly-Clark in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Kimberly-Clark position peaked at $442K in Q2 2016.
  • 1,324 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.