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Holt Capital Partners’s Kimberly-Clark KMB Stock Holding History

Holt Capital 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
2016
Q2 		– Sell
-925
Closed -$124K – 158
2016
Q1 		$124K Buy
+925
New +$120K 0.05% 134
2015
Q4 		– Sell
-100
Closed -$11K – 153
2015
Q3 		$11K Hold
100
– – ﹤0.01% 221
2015
Q2 		$11K Hold
100
– – ﹤0.01% 226
2015
Q1 		$11K Hold
100
– – ﹤0.01% 224
2014
Q4 		$12K Buy
+100
New +$11.1K 0.01% 230

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Holt Capital Partners's KMB Position: Q2 2016 in Review

Holt Capital Partners sold out of Kimberly-Clark (KMB) in Q2 2016, closing a stake of 925 shares — an estimated $124K sold.

Holt Capital Partners first reported a position in KMB in Q4 2014 and held it in 5 quarters. The position peaked at $124K in Q1 2016. 1,298 funds tracked by Wall St. Rank hold KMB as of Q2 2016.

  • Holt Capital Partners reported no remaining Kimberly-Clark position as of Q2 2016 after selling out during the quarter.
  • Holt Capital Partners sold 925 Kimberly-Clark shares in Q2 2016, an estimated $124K.
  • Holt Capital Partners first reported a position in Kimberly-Clark in Q4 2014 and held it in 5 quarters.
  • Holt Capital Partners's Kimberly-Clark position peaked at $124K in Q1 2016.
  • 1,298 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2016.

Based on Holt Capital Partners's 13F filing for Q2 2016, filed 15 Aug 2016.