Gary Goldberg Planning Services’s Kimberly-Clark KMB Stock Holding History

Gary Goldberg Planning Services’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	$216K	Sell	1,865 -130	-7%	-$14.4K	0.09%	102
2014 Q3	$206K	Buy	1,995 +3	+0.2%	+$312	0.09%	112
2014 Q2	$212K	Buy	1,992 +1	+0.1%	+$106	0.09%	108
2014 Q1	$210K	Buy	1,991 +1	+0.1%	+$104	0.1%	106
2013 Q4	$199K	Buy	1,990 +1	+0.1%	+$100	0.12%	94
2013 Q3	$180K	Buy	1,989 +1	+0.1%	+$93	0.11%	99
2013 Q2	$185K	Buy	+1,988	New	+$192K	0.12%	82

Other funds holding KMB

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Gary Goldberg Planning Services's KMB Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Kimberly-Clark (KMB) stake by 6.5% in Q4 2014, selling an estimated $14.4K and leaving 1,865 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #102.

Gary Goldberg Planning Services first reported a position in KMB in Q2 2013 and has held it in 7 quarters since. 1,199 funds tracked by Wall St. Rank hold KMB as of Q4 2014.

Gary Goldberg Planning Services held 1,865 shares of Kimberly-Clark worth $216K as of Q4 2014.
Gary Goldberg Planning Services sold 130 Kimberly-Clark shares in Q4 2014, an estimated $14.4K.
Kimberly-Clark made up 0.09% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #102 holding.
Gary Goldberg Planning Services first reported a position in Kimberly-Clark in Q2 2013 and has held it in 7 quarters since.
1,199 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.