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Gupta Wealth Management’s Kimberly-Clark KMB Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$198K Buy
1,475
+299
+25% +$38.9K 0.05% 247
2015
Q4 		$150K Buy
1,176
+200
+20% +$24K 0.04% 281
2015
Q3 		$106K Sell
976
-39
-4% -$4.3K 0.03% 334
2015
Q2 		$108K Sell
1,015
-84
-8% -$9.15K 0.03% 338
2015
Q1 		$118K Buy
+1,099
New +$121K 0.03% 282

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Gupta Wealth Management's KMB Position: Q1 2016 in Review

Gupta Wealth Management increased its Kimberly-Clark (KMB) stake by 25% in Q1 2016, buying an estimated $38.9K and bringing the position to 1,475 shares worth $198K. The position accounts for 0.05% of the portfolio, ranked #247.

Gupta Wealth Management first reported a position in KMB in Q1 2015 and has held it in 5 quarters since. 1,293 funds tracked by Wall St. Rank hold KMB as of Q1 2016.

  • Gupta Wealth Management held 1,475 shares of Kimberly-Clark worth $198K as of Q1 2016.
  • Gupta Wealth Management bought 299 Kimberly-Clark shares in Q1 2016, an estimated $38.9K.
  • Kimberly-Clark made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #247 holding.
  • Gupta Wealth Management first reported a position in Kimberly-Clark in Q1 2015 and has held it in 5 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.