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Fiduciary Financial Services of The Southwest’s Kimberly-Clark KMB Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		$1.18M Sell
8,606
-560
-6% -$75.7K 0.31% 82
2019
Q3 		$1.3M Sell
9,166
-65
-0.7% -$8.93K 0.35% 71
2019
Q2 		$1.23M Sell
9,231
-44
-0.5% -$5.67K 0.35% 75
2019
Q1 		$1.15M Sell
9,275
-110
-1% -$12.8K 0.33% 74
2018
Q4 		$1.07M Sell
9,385
-15
-0.2% -$1.67K 0.34% 76
2018
Q3 		$1.07M Sell
9,400
-447
-5% -$50.1K 0.3% 81
2018
Q2 		$1.04M Sell
9,847
-1,715
-15% -$178K 0.31% 80
2018
Q1 		$1.27M Sell
11,562
-796
-6% -$90.6K 0.39% 72
2017
Q4 		$1.49M Sell
12,358
-3,877
-24% -$452K 0.44% 71
2017
Q3 		$1.91M Sell
16,235
-558
-3% -$68.1K 0.57% 56
2017
Q2 		$2.17M Sell
16,793
-259
-2% -$33.7K 0.67% 48
2017
Q1 		$2.25M Sell
17,052
-1,804
-10% -$228K 0.71% 45
2016
Q4 		$2.15M Sell
18,856
-685
-4% -$79.5K 0.71% 45
2016
Q3 		$2.46M Sell
19,541
-674
-3% -$87.2K 0.79% 40
2016
Q2 		$2.78M Sell
20,215
-60
-0.3% -$7.85K 0.89% 33
2016
Q1 		$2.73M Sell
20,275
-155
-0.8% -$20.2K 0.97% 34
2015
Q4 		$2.6M Sell
20,430
-67
-0.3% -$8.04K 0.92% 34
2015
Q3 		$2.23M Sell
20,497
-109
-0.5% -$12K 0.78% 41
2015
Q2 		$2.18M Sell
20,606
-448
-2% -$48.8K 0.67% 51
2015
Q1 		$2.25M Sell
21,054
-840
-4% -$92.8K 0.66% 55
2014
Q4 		$2.53M Sell
21,894
-1,134
-5% -$126K 0.73% 49
2014
Q3 		$2.38M Buy
23,028
+502
+2% +$52.3K 0.67% 55
2014
Q2 		$2.4M Buy
22,526
+607
+3% +$64.5K 0.67% 54
2014
Q1 		$2.32M Buy
+21,919
New +$2.27M 0.7% 54

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's KMB Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Kimberly-Clark (KMB) stake by 6.1% in Q4 2019, selling an estimated $75.7K and leaving 8,606 shares worth $1.18M. The position accounts for 0.31% of the portfolio, ranked #82.

Fiduciary Financial Services of The Southwest first reported a position in KMB in Q1 2014 and has held it in 24 quarters since. The position peaked at $2.78M in Q2 2016. 1,538 funds tracked by Wall St. Rank hold KMB as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 8,606 shares of Kimberly-Clark worth $1.18M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 560 Kimberly-Clark shares in Q4 2019, an estimated $75.7K.
  • Kimberly-Clark made up 0.31% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #82 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Kimberly-Clark in Q1 2014 and has held it in 24 quarters since.
  • Fiduciary Financial Services of The Southwest's Kimberly-Clark position peaked at $2.78M in Q2 2016.
  • 1,538 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.