Cobiz Wealth’s Kimberly-Clark KMB Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-537	Closed	-$50K	–	250
2013 Q2	$50K	Buy	+537	New	+$51.8K	0.01%	176

Other funds holding KMB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cobiz Wealth's KMB Position: Q3 2013 in Review

Cobiz Wealth sold out of Kimberly-Clark (KMB) in Q3 2013, closing a stake of 537 shares — an estimated $50K sold.

Cobiz Wealth first reported a position in KMB in Q2 2013 and held it in 1 quarter. The position peaked at $50K in Q2 2013. 1,026 funds tracked by Wall St. Rank hold KMB as of Q3 2013.

Cobiz Wealth reported no remaining Kimberly-Clark position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 537 Kimberly-Clark shares in Q3 2013, an estimated $50K.
Cobiz Wealth first reported a position in Kimberly-Clark in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Kimberly-Clark position peaked at $50K in Q2 2013.
1,026 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.