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

Elite 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
2014
Q4 		– Sell
-417
Closed -$43K – 261
2014
Q3 		$43K Hold
417
– – 0.04% 125
2014
Q2 		$44K Hold
417
– – 0.04% 116
2014
Q1 		$44K Sell
417
-210
-33% -$21.7K 0.04% 128
2013
Q4 		$63K Sell
627
-9,646
-94% -$963K 0.05% 140
2013
Q3 		$928K Buy
10,273
+9,386
+1,058% +$870K 0.82% 22
2013
Q2 		$83K Buy
+887
New +$85.6K 0.12% 84

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Elite Wealth Management's KMB Position: Q4 2014 in Review

Elite Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2014, closing a stake of 417 shares — an estimated $43K sold.

Elite Wealth Management first reported a position in KMB in Q2 2013 and held it in 6 quarters. The position peaked at $928K in Q3 2013. 1,199 funds tracked by Wall St. Rank hold KMB as of Q4 2014.

  • Elite Wealth Management reported no remaining Kimberly-Clark position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 417 Kimberly-Clark shares in Q4 2014, an estimated $43K.
  • Elite Wealth Management first reported a position in Kimberly-Clark in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's Kimberly-Clark position peaked at $928K in Q3 2013.
  • 1,199 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.