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Halsey Associates’s Kimberly-Clark KMB Stock Holding History

Halsey 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
2016
Q4 		– Sell
-1,683
Closed -$212K – 101
2016
Q3 		$212K Hold
1,683
– – 0.05% 97
2016
Q2 		$231K Hold
1,683
– – 0.05% 96
2016
Q1 		$226K Sell
1,683
-50
-3% -$6.5K 0.05% 93
2015
Q4 		$221K Buy
+1,733
New +$208K 0.05% 98

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 $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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Halsey Associates's KMB Position: Q4 2016 in Review

Halsey Associates sold out of Kimberly-Clark (KMB) in Q4 2016, closing a stake of 1,683 shares — an estimated $212K sold.

Halsey Associates first reported a position in KMB in Q4 2015 and held it in 4 quarters. The position peaked at $231K in Q2 2016. 1,289 funds tracked by Wall St. Rank hold KMB as of Q4 2016.

  • Halsey Associates reported no remaining Kimberly-Clark position as of Q4 2016 after selling out during the quarter.
  • Halsey Associates sold 1,683 Kimberly-Clark shares in Q4 2016, an estimated $212K.
  • Halsey Associates first reported a position in Kimberly-Clark in Q4 2015 and held it in 4 quarters.
  • Halsey Associates's Kimberly-Clark position peaked at $231K in Q2 2016.
  • 1,289 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2016.

Based on Halsey Associates's 13F filing for Q4 2016, filed 15 Feb 2017.