Edge Wealth Management’s Kimberly-Clark KMB Stock Holding History

Edge Wealth 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
2017 Q2	–	Sell	-49	Closed	-$6K	–	555
2017 Q1	$6K	Hold	49	–	–	﹤0.01%	398
2016 Q4	$6K	Buy	+49	New	+$5.69K	﹤0.01%	382
2016 Q3	–	Sell	-4	Closed	-$1K	–	503
2016 Q2	$1K	Hold	4	–	–	﹤0.01%	429
2016 Q1	$1K	Hold	4	–	–	﹤0.01%	408
2015 Q4	$1K	Sell	4 -50	-93%	-$6K	﹤0.01%	423
2015 Q3	$6K	Hold	54	–	–	﹤0.01%	333
2015 Q2	$6K	Sell	54 -50	-48%	-$5.45K	﹤0.01%	331
2015 Q1	$11K	Buy	104 +4	+4%	+$442	﹤0.01%	297
2014 Q4	$12K	Sell	100 -4	-4%	-$444	﹤0.01%	294
2014 Q3	$11K	Hold	104	–	–	﹤0.01%	301
2014 Q2	$11K	Hold	104	–	–	﹤0.01%	286
2014 Q1	$11K	Hold	104	–	–	﹤0.01%	286
2013 Q4	$10K	Buy	104 +52	+100%	+$5.19K	﹤0.01%	270
2013 Q3	$5K	Hold	52	–	–	﹤0.01%	268
2013 Q2	$5K	Buy	+52	New	+$5.02K	﹤0.01%	258

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Wealth Management's KMB Position: Q2 2017 in Review

Edge Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2017, closing a stake of 49 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in KMB in Q2 2013 and held it in 15 quarters. The position peaked at $12K in Q4 2014. 1,324 funds tracked by Wall St. Rank hold KMB as of Q2 2017.

Edge Wealth Management reported no remaining Kimberly-Clark position as of Q2 2017 after selling out during the quarter.
Edge Wealth Management sold 49 Kimberly-Clark shares in Q2 2017, an estimated $6K.
Edge Wealth Management first reported a position in Kimberly-Clark in Q2 2013 and held it in 15 quarters.
Edge Wealth Management's Kimberly-Clark position peaked at $12K in Q4 2014.
1,324 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2017.

Based on Edge Wealth Management's 13F filing for Q2 2017, filed 28 Jul 2017.