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BKS Advisors’s Kimberly-Clark KMB Stock Holding History

BKS Advisors’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
2018
Q1 		– Sell
-1,795
Closed -$217K – 222
2017
Q4 		$217K Sell
1,795
-150
-8% -$17.5K 0.08% 191
2017
Q3 		$229K Buy
1,945
+17
+0.9% +$2.08K 0.09% 178
2017
Q2 		$249K Sell
1,928
-75
-4% -$9.76K 0.1% 170
2017
Q1 		$264K Sell
2,003
-33
-2% -$4.16K 0.12% 157
2016
Q4 		$232K Buy
2,036
+138
+7% +$16K 0.11% 160
2016
Q3 		$239K Buy
1,898
+5
+0.3% +$647 0.11% 152
2016
Q2 		$260K Buy
1,893
+302
+19% +$39.5K 0.13% 144
2016
Q1 		$214K Buy
+1,591
New +$207K 0.11% 158

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BKS Advisors's KMB Position: Q1 2018 in Review

BKS Advisors sold out of Kimberly-Clark (KMB) in Q1 2018, closing a stake of 1,795 shares — an estimated $217K sold.

BKS Advisors first reported a position in KMB in Q1 2016 and held it in 8 quarters. The position peaked at $264K in Q1 2017. 1,378 funds tracked by Wall St. Rank hold KMB as of Q1 2018.

  • BKS Advisors reported no remaining Kimberly-Clark position as of Q1 2018 after selling out during the quarter.
  • BKS Advisors sold 1,795 Kimberly-Clark shares in Q1 2018, an estimated $217K.
  • BKS Advisors first reported a position in Kimberly-Clark in Q1 2016 and held it in 8 quarters.
  • BKS Advisors's Kimberly-Clark position peaked at $264K in Q1 2017.
  • 1,378 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2018.

Based on BKS Advisors's 13F filing for Q1 2018, filed 3 May 2018.