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

Capstone 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
2017
Q2 		$5.4M Buy
41,808
+4,375
+12% +$569K 0.15% 165
2017
Q1 		$4.93M Sell
37,433
-12,777
-25% -$1.61M 0.14% 179
2016
Q4 		$5.73M Sell
50,210
-2,822
-5% -$328K 0.16% 142
2016
Q3 		$6.69M Buy
53,032
+1,567
+3% +$203K 0.19% 119
2016
Q2 		$7.08M Buy
51,465
+5,280
+11% +$691K 0.21% 111
2016
Q1 		$6.21M Buy
46,185
+70
+0.2% +$9.11K 0.18% 140
2015
Q4 		$5.87M Buy
46,115
+3,648
+9% +$438K 0.17% 142
2015
Q3 		$4.63M Sell
42,467
-29,280
-41% -$3.23M 0.14% 171
2015
Q2 		$7.6M Sell
71,747
-392
-0.5% -$42.7K 0.22% 124
2015
Q1 		$7.73M Buy
72,139
+1,485
+2% +$164K 0.22% 117
2014
Q4 		$8.16M Buy
70,654
+1,848
+3% +$205K 0.24% 106
2014
Q3 		$7.1M Buy
68,806
+1,905
+3% +$198K 0.24% 100
2014
Q2 		$7.13M Sell
66,901
-6,920
-9% -$735K 0.23% 104
2014
Q1 		$7.8M Sell
73,821
-8,380
-10% -$868K 0.24% 91
2013
Q4 		$8.23M Sell
82,201
-20,605
-20% -$2.06M 0.24% 87
2013
Q3 		$9.29M Buy
102,806
+1,406
+1% +$130K 0.22% 84
2013
Q2 		$9.44M Buy
+101,400
New +$9.78M 0.25% 71

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Asset Management's KMB Position: Q2 2017 in Review

Capstone Asset Management increased its Kimberly-Clark (KMB) stake by 12% in Q2 2017, buying an estimated $569K and bringing the position to 41,808 shares worth $5.4M. The position accounts for 0.15% of the portfolio, ranked #165.

Capstone Asset Management first reported a position in KMB in Q2 2013 and has held it in 17 quarters since. The position peaked at $9.44M in Q2 2013. 1,324 funds tracked by Wall St. Rank hold KMB as of Q2 2017.

  • Capstone Asset Management held 41,808 shares of Kimberly-Clark worth $5.4M as of Q2 2017.
  • Capstone Asset Management bought 4,375 Kimberly-Clark shares in Q2 2017, an estimated $569K.
  • Kimberly-Clark made up 0.15% of Capstone Asset Management's portfolio in Q2 2017, its #165 holding.
  • Capstone Asset Management first reported a position in Kimberly-Clark in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Kimberly-Clark position peaked at $9.44M in Q2 2013.
  • 1,324 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.