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CapWealth Advisors’s Kimberly-Clark KMB Stock Holding History

CapWealth 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
2016
Q4 		– Sell
-1,675
Closed -$211K – 182
2016
Q3 		$211K Buy
1,675
+25
+2% +$3.23K 0.05% 86
2016
Q2 		$227K Sell
1,650
-85
-5% -$11.1K 0.06% 89
2016
Q1 		$233K Sell
1,735
-42,174
-96% -$5.49M 0.06% 82
2015
Q4 		$5.59M Sell
43,909
-1,606
-4% -$193K 1.35% 30
2015
Q3 		$4.96M Sell
45,515
-12,330
-21% -$1.36M 1.24% 30
2015
Q2 		$6.13M Buy
57,845
+1,995
+4% +$217K 1.45% 29
2015
Q1 		$5.98M Buy
55,850
+720
+1% +$79.5K 1.41% 32
2014
Q4 		$6.37M Buy
55,130
+478
+0.9% +$53K 1.5% 30
2014
Q3 		$5.64M Buy
54,652
+1,177
+2% +$123K 1.28% 33
2014
Q2 		$5.7M Buy
53,475
+3,427
+7% +$364K 1.31% 35
2014
Q1 		$5.29M Buy
50,048
+427
+0.9% +$44.2K 1.42% 34
2013
Q4 		$4.97M Sell
49,621
-3,332
-6% -$333K 1.25% 36
2013
Q3 		$4.78M Buy
52,953
+1,236
+2% +$115K 1.33% 33
2013
Q2 		$4.82M Buy
+51,717
New +$4.99M 1.41% 33

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CapWealth Advisors's KMB Position: Q4 2016 in Review

CapWealth Advisors sold out of Kimberly-Clark (KMB) in Q4 2016, closing a stake of 1,675 shares — an estimated $211K sold.

CapWealth Advisors first reported a position in KMB in Q2 2013 and held it in 14 quarters. The position peaked at $6.37M in Q4 2014. 1,289 funds tracked by Wall St. Rank hold KMB as of Q4 2016.

  • CapWealth Advisors reported no remaining Kimberly-Clark position as of Q4 2016 after selling out during the quarter.
  • CapWealth Advisors sold 1,675 Kimberly-Clark shares in Q4 2016, an estimated $211K.
  • CapWealth Advisors first reported a position in Kimberly-Clark in Q2 2013 and held it in 14 quarters.
  • CapWealth Advisors's Kimberly-Clark position peaked at $6.37M in Q4 2014.
  • 1,289 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.