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Bridgeworth’s Kimberly-Clark KMB Stock Holding History

Bridgeworth’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
Q3 		– Sell
-1,288
Closed -$135K – 347
2018
Q2 		$135K Buy
+1,288
New +$134K 0.06% 178
2017
Q3 		– Sell
-2,495
Closed -$317K – 98
2017
Q2 		$317K Sell
2,495
-245
-9% -$31.9K 0.16% 103
2017
Q1 		$360K Sell
2,740
-111
-4% -$14K 0.19% 88
2016
Q4 		$324K Buy
+2,851
New +$331K 0.18% 91

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bridgeworth's KMB Position: Q3 2018 in Review

Bridgeworth sold out of Kimberly-Clark (KMB) in Q3 2018, closing a stake of 1,288 shares — an estimated $135K sold.

Bridgeworth first reported a position in KMB in Q4 2016 and held it in 4 quarters. The position peaked at $360K in Q1 2017. 1,362 funds tracked by Wall St. Rank hold KMB as of Q3 2018.

  • Bridgeworth reported no remaining Kimberly-Clark position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 1,288 Kimberly-Clark shares in Q3 2018, an estimated $135K.
  • Bridgeworth first reported a position in Kimberly-Clark in Q4 2016 and held it in 4 quarters.
  • Bridgeworth's Kimberly-Clark position peaked at $360K in Q1 2017.
  • 1,362 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.