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

Covenant 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
2018
Q1 		– Sell
-2,348
Closed -$283K – 153
2017
Q4 		$283K Sell
2,348
-40
-2% -$4.67K 0.16% 123
2017
Q3 		$281K Hold
2,388
– – 0.17% 120
2017
Q2 		$308K Hold
2,388
– – 0.2% 113
2017
Q1 		$314K Sell
2,388
-2,407
-50% -$304K 0.21% 108
2016
Q4 		$547K Buy
+4,795
New +$557K 0.37% 83

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Covenant Asset Management's KMB Position: Q1 2018 in Review

Covenant Asset Management sold out of Kimberly-Clark (KMB) in Q1 2018, closing a stake of 2,348 shares — an estimated $283K sold.

Covenant Asset Management first reported a position in KMB in Q4 2016 and held it in 5 quarters. The position peaked at $547K in Q4 2016. 1,378 funds tracked by Wall St. Rank hold KMB as of Q1 2018.

  • Covenant Asset Management reported no remaining Kimberly-Clark position as of Q1 2018 after selling out during the quarter.
  • Covenant Asset Management sold 2,348 Kimberly-Clark shares in Q1 2018, an estimated $283K.
  • Covenant Asset Management first reported a position in Kimberly-Clark in Q4 2016 and held it in 5 quarters.
  • Covenant Asset Management's Kimberly-Clark position peaked at $547K in Q4 2016.
  • 1,378 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2018.

Based on Covenant Asset Management's 13F filing for Q1 2018, filed 4 May 2018.