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Buckley Wealth Management’s Kimberly-Clark KMB Stock Holding History

Buckley Wealth 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
2018
Q2 		– Sell
-1,884
Closed -$207K – 160
2018
Q1 		$207K Sell
1,884
-330
-15% -$37.6K 0.1% 155
2017
Q4 		$267K Buy
+2,214
New +$258K 0.13% 142

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Buckley Wealth Management's KMB Position: Q2 2018 in Review

Buckley Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2018, closing a stake of 1,884 shares — an estimated $207K sold.

Buckley Wealth Management first reported a position in KMB in Q4 2017 and held it in 2 quarters. The position peaked at $267K in Q4 2017. 1,349 funds tracked by Wall St. Rank hold KMB as of Q2 2018.

  • Buckley Wealth Management reported no remaining Kimberly-Clark position as of Q2 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 1,884 Kimberly-Clark shares in Q2 2018, an estimated $207K.
  • Buckley Wealth Management first reported a position in Kimberly-Clark in Q4 2017 and held it in 2 quarters.
  • Buckley Wealth Management's Kimberly-Clark position peaked at $267K in Q4 2017.
  • 1,349 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2018.

Based on Buckley Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.