Commonwealth Financial Services’s Kimberly-Clark KMB Stock Holding History

Commonwealth Financial Services’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 Q1	$71K	Sell	539 -19	-3%	-$2.4K	0.08%	86
2016 Q4	$65K	Hold	558	–	–	0.06%	77
2016 Q3	$70K	Sell	558 -108	-16%	-$14K	0.07%	71
2016 Q2	$92K	Sell	666 -2,252	-77%	-$295K	0.11%	70
2016 Q1	$393K	Sell	2,918 -965	-25%	-$126K	0.58%	12
2015 Q4	$494K	Sell	3,883 -241	-6%	-$28.9K	1.68%	14
2015 Q3	$450K	Hold	4,124	–	–	0.53%	17
2015 Q2	$437K	Sell	4,124 -66	-2%	-$7.19K	0.47%	19
2015 Q1	$449K	Buy	4,190 +29	+0.7%	+$3.2K	0.39%	25
2014 Q4	$481K	Buy	+4,161	New	+$462K	0.43%	22

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

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

Commonwealth Financial Services's KMB Position: Q1 2017 in Review

Commonwealth Financial Services reduced its Kimberly-Clark (KMB) stake by 3.4% in Q1 2017, selling an estimated $2.4K and leaving 539 shares worth $71K. The position accounts for 0.08% of the portfolio, ranked #86.

Commonwealth Financial Services first reported a position in KMB in Q4 2014 and has held it in 10 quarters since. The position peaked at $494K in Q4 2015. 1,329 funds tracked by Wall St. Rank hold KMB as of Q1 2017.

Commonwealth Financial Services held 539 shares of Kimberly-Clark worth $71K as of Q1 2017.
Commonwealth Financial Services sold 19 Kimberly-Clark shares in Q1 2017, an estimated $2.4K.
Kimberly-Clark made up 0.08% of Commonwealth Financial Services's portfolio in Q1 2017, its #86 holding.
Commonwealth Financial Services first reported a position in Kimberly-Clark in Q4 2014 and has held it in 10 quarters since.
Commonwealth Financial Services's Kimberly-Clark position peaked at $494K in Q4 2015.
1,329 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.