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Covenant Multifamily Offices’s Kimberly-Clark KMB Stock Holding History

Covenant Multifamily Offices’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
-11,965
Closed -$1.44M – 92
2017
Q4 		$1.44M Sell
11,965
-1,570
-12% -$183K 0.95% 27
2017
Q3 		$1.59M Buy
13,535
+181
+1% +$22.1K 1.07% 24
2017
Q2 		$1.72M Buy
13,354
+323
+2% +$42K 1.09% 22
2017
Q1 		$1.72M Buy
+13,031
New +$1.64M 1.14% 22

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 Multifamily Offices's KMB Position: Q1 2018 in Review

Covenant Multifamily Offices sold out of Kimberly-Clark (KMB) in Q1 2018, closing a stake of 11,965 shares — an estimated $1.44M sold.

Covenant Multifamily Offices first reported a position in KMB in Q1 2017 and held it in 4 quarters. The position peaked at $1.72M in Q2 2017. 1,378 funds tracked by Wall St. Rank hold KMB as of Q1 2018.

  • Covenant Multifamily Offices reported no remaining Kimberly-Clark position as of Q1 2018 after selling out during the quarter.
  • Covenant Multifamily Offices sold 11,965 Kimberly-Clark shares in Q1 2018, an estimated $1.44M.
  • Covenant Multifamily Offices first reported a position in Kimberly-Clark in Q1 2017 and held it in 4 quarters.
  • Covenant Multifamily Offices's Kimberly-Clark position peaked at $1.72M in Q2 2017.
  • 1,378 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2018.

Based on Covenant Multifamily Offices's 13F filing for Q1 2018, filed 23 Apr 2018.