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Concert Wealth Management’s Kimberly-Clark KMB Stock Holding History

Concert Wealth 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 		– Sell
-4,810
Closed -$546K – 304
2017
Q1 		$546K Sell
4,810
-3,251
-40% -$410K 0.12% 226
2016
Q4 		$915K Sell
8,061
-10,118
-56% -$1.17M 0.2% 141
2016
Q3 		$2.3M Buy
18,179
+251
+1% +$32.5K 0.28% 81
2016
Q2 		$2.46M Buy
17,928
+3,875
+28% +$507K 0.33% 61
2016
Q1 		$1.89M Sell
14,053
-909
-6% -$118K 0.25% 101
2015
Q4 		$1.9M Buy
14,962
+570
+4% +$68.4K 0.25% 95
2015
Q3 		$1.57M Sell
14,392
-656
-4% -$72.3K 0.21% 115
2015
Q2 		$1.6M Sell
15,048
-468
-3% -$51K 0.21% 121
2015
Q1 		$1.07M Buy
15,516
+370
+2% +$40.9K 0.31% 77
2014
Q4 		$1.75M Buy
15,146
+9,857
+186% +$1.09M 0.27% 94
2014
Q3 		$548K Buy
5,289
+4
+0.1% +$417 0.07% 243
2014
Q2 		$547K Buy
5,285
+344
+7% +$36.6K 0.07% 255
2014
Q1 		$520K Sell
4,941
-8
-0.2% -$828 0.06% 262
2013
Q4 		$494K Sell
4,949
-101
-2% -$10.1K 0.06% 260
2013
Q3 		$456K Sell
5,050
-1,215
-19% -$113K 0.06% 267
2013
Q2 		$584K Buy
+6,265
New +$604K 0.09% 192

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

Concert Wealth Management's KMB Position: Q2 2017 in Review

Concert Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2017, closing a stake of 4,810 shares — an estimated $546K sold.

Concert Wealth Management first reported a position in KMB in Q2 2013 and held it in 16 quarters. The position peaked at $2.46M in Q2 2016. 1,324 funds tracked by Wall St. Rank hold KMB as of Q2 2017.

  • Concert Wealth Management reported no remaining Kimberly-Clark position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,810 Kimberly-Clark shares in Q2 2017, an estimated $546K.
  • Concert Wealth Management first reported a position in Kimberly-Clark in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Kimberly-Clark position peaked at $2.46M in Q2 2016.
  • 1,324 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.