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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-550
Closed -$63K 210
2018
Q4
$63K Buy
+550
New +$61K 0.05% 147

Other funds holding KMB

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

ERTS Wealth Advisors sold out of Kimberly-Clark (KMB) in Q1 2019, closing a stake of 550 shares — an estimated $63K sold.

ERTS Wealth Advisors first reported a position in KMB in Q4 2018 and held it in 1 quarter. The position peaked at $63K in Q4 2018. 1,462 funds tracked by Wall St. Rank hold KMB as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining Kimberly-Clark position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 550 Kimberly-Clark shares in Q1 2019, an estimated $63K.
  • ERTS Wealth Advisors first reported a position in Kimberly-Clark in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's Kimberly-Clark position peaked at $63K in Q4 2018.
  • 1,462 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.