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Gerald L. Ray & Associates’s Kimberly-Clark KMB Stock Holding History

Gerald L. Ray & Associates’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
Q3 		$2.35M Sell
19,936
-250
-1% -$30.5K 0.29% 83
2017
Q2 		$2.61M Buy
20,186
+246
+1% +$32K 0.34% 71
2017
Q1 		$2.63M Sell
19,940
-200
-1% -$25.2K 0.36% 69
2016
Q4 		$2.3M Sell
20,140
-302
-1% -$35.1K 0.33% 78
2016
Q3 		$2.58M Buy
20,442
+22
+0.1% +$2.85K 0.39% 71
2016
Q2 		$2.81M Hold
20,420
– – 0.45% 59
2016
Q1 		$2.75M Hold
20,420
– – 0.45% 56
2015
Q4 		$2.6M Buy
20,420
+3,180
+18% +$382K 0.41% 61
2015
Q3 		$1.88M Sell
17,240
-500
-3% -$55.1K 0.31% 79
2015
Q2 		$1.88M Buy
17,740
+400
+2% +$43.6K 0.29% 87
2015
Q1 		$1.86M Hold
17,340
– – 0.28% 87
2014
Q4 		$2M Sell
17,340
-224
-1% -$24.9K 0.31% 80
2014
Q3 		$1.81M Buy
17,564
+94
+0.5% +$9.79K 0.29% 83
2014
Q2 		$1.86M Buy
17,470
+348
+2% +$37K 0.32% 82
2014
Q1 		$1.81M Buy
17,122
+313
+2% +$32.4K 0.33% 79
2013
Q4 		$1.68M Hold
16,809
– – 0.32% 78
2013
Q3 		$1.52M Hold
16,809
– – 0.31% 77
2013
Q2 		$1.56M Buy
+16,809
New +$1.62M 0.35% 73

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gerald L. Ray & Associates's KMB Position: Q3 2017 in Review

Gerald L. Ray & Associates reduced its Kimberly-Clark (KMB) stake by 1.2% in Q3 2017, selling an estimated $30.5K and leaving 19,936 shares worth $2.35M. The position accounts for 0.29% of the portfolio, ranked #83.

Gerald L. Ray & Associates first reported a position in KMB in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.81M in Q2 2016. 1,310 funds tracked by Wall St. Rank hold KMB as of Q3 2017.

  • Gerald L. Ray & Associates held 19,936 shares of Kimberly-Clark worth $2.35M as of Q3 2017.
  • Gerald L. Ray & Associates sold 250 Kimberly-Clark shares in Q3 2017, an estimated $30.5K.
  • Kimberly-Clark made up 0.29% of Gerald L. Ray & Associates's portfolio in Q3 2017, its #83 holding.
  • Gerald L. Ray & Associates first reported a position in Kimberly-Clark in Q2 2013 and has held it in 18 quarters since.
  • Gerald L. Ray & Associates's Kimberly-Clark position peaked at $2.81M in Q2 2016.
  • 1,310 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2017.

Based on Gerald L. Ray & Associates's 13F filing for Q3 2017, filed 31 Oct 2017.