IBEX Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-202	Closed	-$23K	–	237
2016 Q4	$23K	Buy	+202	New	+$23.4K	0.01%	214

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

IBEX Wealth Advisors's KMB Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Kimberly-Clark (KMB) in Q1 2017, closing a stake of 202 shares — an estimated $23K sold.

IBEX Wealth Advisors first reported a position in KMB in Q4 2016 and held it in 1 quarter. The position peaked at $23K in Q4 2016. 1,329 funds tracked by Wall St. Rank hold KMB as of Q1 2017.

IBEX Wealth Advisors reported no remaining Kimberly-Clark position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 202 Kimberly-Clark shares in Q1 2017, an estimated $23K.
IBEX Wealth Advisors first reported a position in Kimberly-Clark in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Kimberly-Clark position peaked at $23K in Q4 2016.
1,329 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.