BAM
KMB icon

Bruderman Asset Management’s Kimberly-Clark KMB Stock Holding History

Bruderman Asset 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
2019
Q3 		– Sell
-2,072
Closed -$276K – 123
2019
Q2 		$276K Buy
2,072
+1
+0% +$129 0.07% 98
2019
Q1 		$257K Hold
2,071
– – 0.06% 119
2018
Q4 		$236K Sell
2,071
-214
-9% -$23.7K 0.06% 114
2018
Q3 		$260K Sell
2,285
-807
-26% -$90.5K 0.06% 103
2018
Q2 		$326K Sell
3,092
-3,298
-52% -$343K 0.08% 102
2018
Q1 		$704K Sell
6,390
-3,578
-36% -$407K 0.17% 85
2017
Q4 		$1.2M Sell
9,968
-5,749
-37% -$671K 0.31% 59
2017
Q3 		$1.85M Sell
15,717
-3,451
-18% -$421K 0.48% 53
2017
Q2 		$2.48M Sell
19,168
-6,874
-26% -$894K 0.66% 39
2017
Q1 		$3.43M Buy
26,042
+216
+0.8% +$27.2K 0.99% 34
2016
Q4 		$2.95M Buy
25,826
+2,357
+10% +$274K 0.89% 34
2016
Q3 		$2.96M Buy
23,469
+9,244
+65% +$1.2M 0.88% 36
2016
Q2 		$1.96M Buy
14,225
+7,037
+98% +$921K 0.61% 40
2016
Q1 		$967K Buy
7,188
+5,492
+324% +$714K 0.34% 60
2015
Q4 		$216K Sell
1,696
-28
-2% -$3.36K 0.08% 111
2015
Q3 		$188K Sell
1,724
-297
-15% -$32.7K 0.07% 109
2015
Q2 		$214K Buy
2,021
+153
+8% +$16.7K 0.08% 103
2015
Q1 		$200K Buy
+1,868
New +$206K 0.08% 108

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bruderman Asset Management's KMB Position: Q3 2019 in Review

Bruderman Asset Management sold out of Kimberly-Clark (KMB) in Q3 2019, closing a stake of 2,072 shares — an estimated $276K sold.

Bruderman Asset Management first reported a position in KMB in Q1 2015 and held it in 18 quarters. The position peaked at $3.43M in Q1 2017. 1,490 funds tracked by Wall St. Rank hold KMB as of Q3 2019.

  • Bruderman Asset Management reported no remaining Kimberly-Clark position as of Q3 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 2,072 Kimberly-Clark shares in Q3 2019, an estimated $276K.
  • Bruderman Asset Management first reported a position in Kimberly-Clark in Q1 2015 and held it in 18 quarters.
  • Bruderman Asset Management's Kimberly-Clark position peaked at $3.43M in Q1 2017.
  • 1,490 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2019.

Based on Bruderman Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.