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Geneva Advisors’s Kimberly-Clark KMB Stock Holding History

Geneva Advisors’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 		$1.9M Buy
14,749
+64
+0.4% +$8.33K 0.03% 228
2017
Q1 		$1.93M Sell
14,685
-26
-0.2% -$3.28K 0.03% 218
2016
Q4 		$1.68M Sell
14,711
-4,112
-22% -$477K 0.03% 235
2016
Q3 		$2.37M Sell
18,823
-108
-0.6% -$14K 0.04% 177
2016
Q2 		$2.6M Sell
18,931
-1,329
-7% -$174K 0.05% 166
2016
Q1 		$2.73M Buy
20,260
+311
+2% +$40.5K 0.05% 149
2015
Q4 		$2.54M Buy
19,949
+519
+3% +$62.3K 0.05% 166
2015
Q3 		$2.12M Sell
19,430
-241
-1% -$26.6K 0.04% 186
2015
Q2 		$2.08M Buy
19,671
+1,895
+11% +$206K 0.04% 197
2015
Q1 		$1.9M Sell
17,776
-855
-5% -$94.5K 0.03% 210
2014
Q4 		$2.15M Sell
18,631
-3,722
-17% -$413K 0.04% 189
2014
Q3 		$2.31M Sell
22,353
-34
-0.2% -$3.54K 0.04% 179
2014
Q2 		$2.39M Buy
22,387
+379
+2% +$40.3K 0.04% 191
2014
Q1 		$2.33M Buy
22,008
+5,816
+36% +$602K 0.04% 194
2013
Q4 		$1.62M Buy
16,192
+839
+5% +$83.7K 0.03% 189
2013
Q3 		$1.39M Sell
15,353
-900
-6% -$83.4K 0.03% 209
2013
Q2 		$1.51M Buy
+16,253
New +$1.57M 0.04% 179

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geneva Advisors's KMB Position: Q2 2017 in Review

Geneva Advisors increased its Kimberly-Clark (KMB) stake by 0.44% in Q2 2017, buying an estimated $8.33K and bringing the position to 14,749 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #228.

Geneva Advisors first reported a position in KMB in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.73M in Q1 2016. 1,324 funds tracked by Wall St. Rank hold KMB as of Q2 2017.

  • Geneva Advisors held 14,749 shares of Kimberly-Clark worth $1.9M as of Q2 2017.
  • Geneva Advisors bought 64 Kimberly-Clark shares in Q2 2017, an estimated $8.33K.
  • Kimberly-Clark made up 0.03% of Geneva Advisors's portfolio in Q2 2017, its #228 holding.
  • Geneva Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 17 quarters since.
  • Geneva Advisors's Kimberly-Clark position peaked at $2.73M in Q1 2016.
  • 1,324 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.