CWA
KMB icon

Cypress Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Cypress Wealth 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
2019
Q1 		$461K Hold
3,722
– – 0.53% 53
2018
Q4 		$424K Hold
3,722
– – 0.58% 48
2018
Q3 		$423K Hold
3,722
– – 0.44% 55
2018
Q2 		$392K Sell
3,722
-218
-6% -$22.6K 0.42% 57
2018
Q1 		$434K Sell
3,940
-20
-0.5% -$2.28K 0.47% 57
2017
Q4 		$478K Buy
3,960
+254
+7% +$29.6K 0.46% 56
2017
Q3 		$436K Sell
3,706
-27
-0.7% -$3.3K 0.7% 35
2017
Q2 		$482K Sell
3,733
-974
-21% -$127K 0.56% 43
2017
Q1 		$620K Sell
4,707
-31
-0.7% -$3.91K 0.28% 80
2016
Q4 		$541K Buy
4,738
+90
+2% +$10.4K 0.25% 86
2016
Q3 		$586K Buy
4,648
+16
+0.3% +$2.07K 0.26% 84
2016
Q2 		$637K Sell
4,632
-300
-6% -$39.3K 0.31% 75
2016
Q1 		$663K Buy
4,932
+16
+0.3% +$2.08K 0.3% 69
2015
Q4 		$626K Buy
4,916
+16
+0.3% +$1.92K 0.32% 73
2015
Q3 		$534K Buy
4,900
+600
+14% +$66.1K 0.29% 76
2015
Q2 		$456K Buy
+4,300
New +$468K 0.27% 94

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Wealth Advisors's KMB Position: Q1 2019 in Review

Cypress Wealth Advisors held its Kimberly-Clark (KMB) position steady in Q1 2019 at 3,722 shares worth $461K. The position accounts for 0.53% of the portfolio, ranked #53.

Cypress Wealth Advisors first reported a position in KMB in Q2 2015 and has held it in 16 quarters since. The position peaked at $663K in Q1 2016. 1,462 funds tracked by Wall St. Rank hold KMB as of Q1 2019.

  • Cypress Wealth Advisors held 3,722 shares of Kimberly-Clark worth $461K as of Q1 2019.
  • Cypress Wealth Advisors left its Kimberly-Clark share count unchanged in Q1 2019.
  • Kimberly-Clark made up 0.53% of Cypress Wealth Advisors's portfolio in Q1 2019, its #53 holding.
  • Cypress Wealth Advisors first reported a position in Kimberly-Clark in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Kimberly-Clark position peaked at $663K in Q1 2016.
  • 1,462 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.