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Domani Wealth’s Kimberly-Clark KMB Stock Holding History

Domani Wealth’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
2016
Q4 		– Sell
-1,602
Closed -$202K – 110
2016
Q3 		$202K Sell
1,602
-110
-6% -$14.2K 0.08% 117
2016
Q2 		$235K Sell
1,712
-779
-31% -$102K 0.09% 96
2016
Q1 		$335K Buy
2,491
+106
+4% +$13.8K 0.13% 90
2015
Q4 		$304K Buy
2,385
+362
+18% +$43.5K 0.12% 92
2015
Q3 		$221K Buy
+2,023
New +$223K 0.12% 91

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Domani Wealth's KMB Position: Q4 2016 in Review

Domani Wealth sold out of Kimberly-Clark (KMB) in Q4 2016, closing a stake of 1,602 shares — an estimated $202K sold.

Domani Wealth first reported a position in KMB in Q3 2015 and held it in 5 quarters. The position peaked at $335K in Q1 2016. 1,289 funds tracked by Wall St. Rank hold KMB as of Q4 2016.

  • Domani Wealth reported no remaining Kimberly-Clark position as of Q4 2016 after selling out during the quarter.
  • Domani Wealth sold 1,602 Kimberly-Clark shares in Q4 2016, an estimated $202K.
  • Domani Wealth first reported a position in Kimberly-Clark in Q3 2015 and held it in 5 quarters.
  • Domani Wealth's Kimberly-Clark position peaked at $335K in Q1 2016.
  • 1,289 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2016.

Based on Domani Wealth's 13F filing for Q4 2016, filed 3 Feb 2017.