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Haverford Financial Services’s Kimberly-Clark KMB Stock Holding History

Haverford Financial 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
2018
Q3 		– Sell
-3,271
Closed -$345K – 80
2018
Q2 		$345K Buy
+3,271
New +$340K 0.13% 58
2018
Q1 		– Sell
-1,800
Closed -$217K – 90
2017
Q4 		$217K Buy
1,800
+65
+4% +$7.58K 0.08% 87
2017
Q3 		$204K Hold
1,735
– – 0.08% 77
2017
Q2 		$224K Sell
1,735
-20
-1% -$2.6K 0.09% 57
2017
Q1 		$231K Sell
1,755
-1
-0.1% -$126 0.1% 56
2016
Q4 		$200K Hold
1,756
– – 0.08% 60
2016
Q3 		$222K Sell
1,756
-658
-27% -$85.1K 0.1% 57
2016
Q2 		$332K Sell
2,414
-40
-2% -$5.24K 0.14% 45
2016
Q1 		$330K Buy
2,454
+699
+40% +$90.9K 0.14% 46
2015
Q4 		$223K Buy
+1,755
New +$211K 0.1% 49
2015
Q2 		– Sell
-1,981
Closed -$212K – 44
2015
Q1 		$212K Sell
1,981
-21
-1% -$2.32K 0.09% 44
2014
Q4 		$231K Sell
2,002
-603
-23% -$66.9K 0.09% 42
2014
Q3 		$269K Buy
2,605
+145
+6% +$15.1K 0.12% 44
2014
Q2 		$262K Sell
2,460
-264
-10% -$28.1K 0.12% 45
2014
Q1 		$288K Sell
2,724
-162
-6% -$16.8K 0.13% 41
2013
Q4 		$289K Buy
2,886
+19
+0.7% +$1.9K 0.14% 43
2013
Q3 		$259K Buy
+2,867
New +$266K 0.14% 43

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Haverford Financial Services's KMB Position: Q3 2018 in Review

Haverford Financial Services sold out of Kimberly-Clark (KMB) in Q3 2018, closing a stake of 3,271 shares — an estimated $345K sold.

Haverford Financial Services first reported a position in KMB in Q3 2013 and held it in 17 quarters. The position peaked at $345K in Q2 2018. 1,363 funds tracked by Wall St. Rank hold KMB as of Q3 2018.

  • Haverford Financial Services reported no remaining Kimberly-Clark position as of Q3 2018 after selling out during the quarter.
  • Haverford Financial Services sold 3,271 Kimberly-Clark shares in Q3 2018, an estimated $345K.
  • Haverford Financial Services first reported a position in Kimberly-Clark in Q3 2013 and held it in 17 quarters.
  • Haverford Financial Services's Kimberly-Clark position peaked at $345K in Q2 2018.
  • 1,363 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2018.

Based on Haverford Financial Services's 13F filing for Q3 2018, filed 8 Nov 2018.