Independence Trust’s Kimberly-Clark KMB Stock Holding History

Independence Trust’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 Q3	–	Sell	-1,675	Closed	-$216K	–	76
2017 Q2	$216K	Hold	1,675	–	–	0.26%	72
2017 Q1	$220K	Buy	+1,675	New	+$211K	0.28%	67
2016 Q4	–	Sell	-1,675	Closed	-$211K	–	81
2016 Q3	$211K	Hold	1,675	–	–	0.35%	51
2016 Q2	$230K	Hold	1,675	–	–	0.35%	44
2016 Q1	$225K	Sell	1,675 -318	-16%	-$41.4K	0.35%	44
2015 Q4	$254K	Hold	1,993	–	–	0.33%	60
2015 Q3	$217K	Hold	1,993	–	–	0.22%	87
2015 Q2	$211K	Sell	1,993 -2,745	-58%	-$299K	0.14%	105
2015 Q1	$507K	Hold	4,738	–	–	0.32%	56
2014 Q4	$547K	Buy	4,738 +111	+2%	+$12.3K	0.33%	60
2014 Q3	$477K	Buy	4,627 +17	+0.4%	+$1.77K	0.31%	56
2014 Q2	$492K	Buy	4,610 +250	+6%	+$26.6K	0.32%	58
2014 Q1	$461K	Sell	4,360 -370	-8%	-$38.3K	0.32%	57
2013 Q4	$474K	Sell	4,730 -1,215	-20%	-$121K	0.32%	48
2013 Q3	$537K	Hold	5,945	–	–	0.4%	42
2013 Q2	$554K	Buy	+5,945	New	+$574K	0.4%	41

Other funds holding KMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independence Trust's KMB Position: Q3 2017 in Review

Independence Trust sold out of Kimberly-Clark (KMB) in Q3 2017, closing a stake of 1,675 shares — an estimated $216K sold.

Independence Trust first reported a position in KMB in Q2 2013 and held it in 16 quarters. The position peaked at $554K in Q2 2013. 1,310 funds tracked by Wall St. Rank hold KMB as of Q3 2017.

Independence Trust reported no remaining Kimberly-Clark position as of Q3 2017 after selling out during the quarter.
Independence Trust sold 1,675 Kimberly-Clark shares in Q3 2017, an estimated $216K.
Independence Trust first reported a position in Kimberly-Clark in Q2 2013 and held it in 16 quarters.
Independence Trust's Kimberly-Clark position peaked at $554K in Q2 2013.
1,310 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2017.

Based on Independence Trust's 13F filing for Q3 2017, filed 26 Oct 2017.