Capital Planning Advisors’s Kimberly-Clark KMB Stock Holding History

Capital Planning 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
2017 Q3	–	Sell	-1,864	Closed	-$241K	–	130
2017 Q2	$241K	Sell	1,864 -1,700	-48%	-$221K	0.11%	117
2017 Q1	$469K	Hold	3,564	–	–	0.23%	79
2016 Q4	$407K	Sell	3,564 -200	-5%	-$23.2K	0.22%	77
2016 Q3	$475K	Hold	3,764	–	–	0.25%	70
2016 Q2	$517K	Hold	3,764	–	–	0.29%	66
2016 Q1	$506K	Hold	3,764	–	–	0.24%	65
2015 Q4	$479K	Buy	3,764 +150	+4%	+$18K	0.28%	69
2015 Q3	$394K	Sell	3,614 -1,100	-23%	-$121K	0.26%	70
2015 Q2	$500K	Hold	4,714	–	–	0.29%	64
2015 Q1	$505K	Hold	4,714	–	–	0.35%	50
2014 Q4	$545K	Buy	+4,714	New	+$523K	0.47%	46

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Planning Advisors's KMB Position: Q3 2017 in Review

Capital Planning Advisors sold out of Kimberly-Clark (KMB) in Q3 2017, closing a stake of 1,864 shares — an estimated $241K sold.

Capital Planning Advisors first reported a position in KMB in Q4 2014 and held it in 11 quarters. The position peaked at $545K in Q4 2014. 1,310 funds tracked by Wall St. Rank hold KMB as of Q3 2017.

Capital Planning Advisors reported no remaining Kimberly-Clark position as of Q3 2017 after selling out during the quarter.
Capital Planning Advisors sold 1,864 Kimberly-Clark shares in Q3 2017, an estimated $241K.
Capital Planning Advisors first reported a position in Kimberly-Clark in Q4 2014 and held it in 11 quarters.
Capital Planning Advisors's Kimberly-Clark position peaked at $545K in Q4 2014.
1,310 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2017.

Based on Capital Planning Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.