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

Concorde 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 		– Sell
-2,023
Closed -$266K – 134
2017
Q1 		$266K Buy
2,023
+97
+5% +$12.2K 0.44% 85
2016
Q4 		$219K Sell
1,926
-9
-0.5% -$1.04K 0.39% 99
2016
Q3 		$244K Buy
+1,935
New +$250K 0.31% 94

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

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

Concorde Asset Management sold out of Kimberly-Clark (KMB) in Q2 2017, closing a stake of 2,023 shares — an estimated $266K sold.

Concorde Asset Management first reported a position in KMB in Q3 2016 and held it in 3 quarters. The position peaked at $266K in Q1 2017. 1,324 funds tracked by Wall St. Rank hold KMB as of Q2 2017.

  • Concorde Asset Management reported no remaining Kimberly-Clark position as of Q2 2017 after selling out during the quarter.
  • Concorde Asset Management sold 2,023 Kimberly-Clark shares in Q2 2017, an estimated $266K.
  • Concorde Asset Management first reported a position in Kimberly-Clark in Q3 2016 and held it in 3 quarters.
  • Concorde Asset Management's Kimberly-Clark position peaked at $266K in Q1 2017.
  • 1,324 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2017.

Based on Concorde Asset Management's 13F filing for Q2 2017, filed 17 Jul 2017.