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Crescent Grove Advisors’s Kimberly-Clark KMB Stock Holding History

Crescent Grove Advisors’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
Q2 		– Sell
-3,187
Closed -$354K – 147
2018
Q1 		$354K Buy
3,187
+1,187
+59% +$135K 0.09% 97
2017
Q4 		$243K Hold
2,000
– – 0.06% 117
2017
Q3 		$237K Hold
2,000
– – 0.06% 120
2017
Q2 		$260K Buy
+2,000
New +$260K 0.08% 112

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Crescent Grove Advisors's KMB Position: Q2 2018 in Review

Crescent Grove Advisors sold out of Kimberly-Clark (KMB) in Q2 2018, closing a stake of 3,187 shares — an estimated $354K sold.

Crescent Grove Advisors first reported a position in KMB in Q2 2017 and held it in 4 quarters. The position peaked at $354K in Q1 2018. 1,349 funds tracked by Wall St. Rank hold KMB as of Q2 2018.

  • Crescent Grove Advisors reported no remaining Kimberly-Clark position as of Q2 2018 after selling out during the quarter.
  • Crescent Grove Advisors sold 3,187 Kimberly-Clark shares in Q2 2018, an estimated $354K.
  • Crescent Grove Advisors first reported a position in Kimberly-Clark in Q2 2017 and held it in 4 quarters.
  • Crescent Grove Advisors's Kimberly-Clark position peaked at $354K in Q1 2018.
  • 1,349 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2018.

Based on Crescent Grove Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.