Integrated Wealth Counsel’s Kimberly-Clark KMB Stock Holding History

Integrated Wealth Counsel’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 Q4	$10K	Hold	90	–	–	0.02%	166
2016 Q3	$11K	Hold	90	–	–	0.02%	150
2016 Q2	$12K	Hold	90	–	–	0.03%	61
2016 Q1	$12K	Buy	+90	New	+$11.7K	0.03%	61
2014 Q1	–	Sell	-148	Closed	-$15K	–	179
2013 Q4	$15K	Hold	148	–	–	0.01%	136
2013 Q3	$13.4K	Hold	148	–	–	0.01%	152
2013 Q2	$14K	Buy	+148	New	+$14.3K	0.01%	146

Other funds holding KMB

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Integrated Wealth Counsel's KMB Position: Q4 2016 in Review

Integrated Wealth Counsel held its Kimberly-Clark (KMB) position steady in Q4 2016 at 90 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #166.

Integrated Wealth Counsel first reported a position in KMB in Q2 2013 and has held it in 7 quarters since. The position peaked at $15K in Q4 2013. 1,289 funds tracked by Wall St. Rank hold KMB as of Q4 2016.

Integrated Wealth Counsel held 90 shares of Kimberly-Clark worth $10K as of Q4 2016.
Integrated Wealth Counsel left its Kimberly-Clark share count unchanged in Q4 2016.
Kimberly-Clark made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #166 holding.
Integrated Wealth Counsel first reported a position in Kimberly-Clark in Q2 2013 and has held it in 7 quarters since.
Integrated Wealth Counsel's Kimberly-Clark position peaked at $15K in Q4 2013.
1,289 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.