Cornerstone Financial Partners’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-2,886
Closed -$328K 161
2016
Q4
$328K Sell
2,886
-1,239
-30% -$144K 0.1% 123
2016
Q3
$521K Sell
4,125
-399
-9% -$51.6K 0.18% 85
2016
Q2
$622K Sell
4,524
-8,212
-64% -$1.07M 0.22% 88
2016
Q1
$1.72M Buy
12,736
+6,459
+103% +$840K 0.67% 40
2015
Q4
$797K Buy
+6,277
New +$754K 0.29% 85

Other funds holding KMB

Cornerstone Financial Partners's KMB Position: Q1 2017 in Review

Cornerstone Financial Partners sold out of Kimberly-Clark (KMB) in Q1 2017, closing a stake of 2,886 shares — an estimated $328K sold.

Cornerstone Financial Partners first reported a position in KMB in Q4 2015 and held it in 5 quarters. The position peaked at $1.72M in Q1 2016. 1,329 funds tracked by Wall St. Rank hold KMB as of Q1 2017.

  • Cornerstone Financial Partners reported no remaining Kimberly-Clark position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 2,886 Kimberly-Clark shares in Q1 2017, an estimated $328K.
  • Cornerstone Financial Partners first reported a position in Kimberly-Clark in Q4 2015 and held it in 5 quarters.
  • Cornerstone Financial Partners's Kimberly-Clark position peaked at $1.72M in Q1 2016.
  • 1,329 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2017.

Based on Cornerstone Financial Partners's 13F filing for Q1 2017, filed 17 Apr 2017.