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Holistic Financial Partners’s Kimberly-Clark KMB Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-19
Closed -$2K – 210
2018
Q1 		$2K Sell
19
-35
-65% -$3.98K ﹤0.01% 425
2017
Q4 		$7K Buy
+54
New +$6.3K 0.01% 356

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
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Holistic Financial Partners's KMB Position: Q2 2018 in Review

Holistic Financial Partners sold out of Kimberly-Clark (KMB) in Q2 2018, closing a stake of 19 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in KMB in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 1,349 funds tracked by Wall St. Rank hold KMB as of Q2 2018.

  • Holistic Financial Partners reported no remaining Kimberly-Clark position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 19 Kimberly-Clark shares in Q2 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in Kimberly-Clark in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Kimberly-Clark position peaked at $7K in Q4 2017.
  • 1,349 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.