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Institute for Wealth Management’s Kimberly-Clark KMB Stock Holding History

Institute for Wealth Management’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
2019
Q3 		– Sell
-2,875
Closed -$383K – 453
2019
Q2 		$383K Sell
2,875
-30
-1% -$3.87K 0.08% 300
2019
Q1 		$360K Buy
+2,905
New +$338K 0.08% 298
2017
Q3 		– Sell
-4,095
Closed -$532K – 322
2017
Q2 		$532K Buy
+4,095
New +$533K 0.15% 217

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institute for Wealth Management's KMB Position: Q3 2019 in Review

Institute for Wealth Management sold out of Kimberly-Clark (KMB) in Q3 2019, closing a stake of 2,875 shares — an estimated $383K sold.

Institute for Wealth Management first reported a position in KMB in Q2 2017 and held it in 3 quarters. The position peaked at $532K in Q2 2017. 1,491 funds tracked by Wall St. Rank hold KMB as of Q3 2019.

  • Institute for Wealth Management reported no remaining Kimberly-Clark position as of Q3 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 2,875 Kimberly-Clark shares in Q3 2019, an estimated $383K.
  • Institute for Wealth Management first reported a position in Kimberly-Clark in Q2 2017 and held it in 3 quarters.
  • Institute for Wealth Management's Kimberly-Clark position peaked at $532K in Q2 2017.
  • 1,491 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.