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Confluence Investment Management’s Kimberly-Clark KMB Stock Holding History

Confluence Investment 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
2018
Q4 		– Sell
-2,053
Closed -$233K – 312
2018
Q3 		$233K Sell
2,053
-144
-7% -$16.1K ﹤0.01% 291
2018
Q2 		$231K Buy
2,197
+189
+9% +$19.6K ﹤0.01% 292
2018
Q1 		$221K Buy
2,008
+70
+4% +$7.97K ﹤0.01% 216
2017
Q4 		$234K Buy
+1,938
New +$226K ﹤0.01% 228
2017
Q3 		– Sell
-1,632
Closed -$211K – 247
2017
Q2 		$211K Buy
+1,632
New +$212K ﹤0.01% 227

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Confluence Investment Management's KMB Position: Q4 2018 in Review

Confluence Investment Management sold out of Kimberly-Clark (KMB) in Q4 2018, closing a stake of 2,053 shares — an estimated $233K sold.

Confluence Investment Management first reported a position in KMB in Q2 2017 and held it in 5 quarters. The position peaked at $234K in Q4 2017. 1,410 funds tracked by Wall St. Rank hold KMB as of Q4 2018.

  • Confluence Investment Management reported no remaining Kimberly-Clark position as of Q4 2018 after selling out during the quarter.
  • Confluence Investment Management sold 2,053 Kimberly-Clark shares in Q4 2018, an estimated $233K.
  • Confluence Investment Management first reported a position in Kimberly-Clark in Q2 2017 and held it in 5 quarters.
  • Confluence Investment Management's Kimberly-Clark position peaked at $234K in Q4 2017.
  • 1,410 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2018.

Based on Confluence Investment Management's 13F filing for Q4 2018, filed 4 Jan 2019.