Integrated Wealth Management (Palm Desert)’s Kimberly-Clark KMB Stock Holding History

Integrated Wealth Management (Palm Desert)’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	$517K	Buy	3,925 +339	+9%	+$42.8K	0.17%	131
2016 Q4	$409K	Hold	3,586	–	–	0.15%	149
2016 Q3	$452K	Sell	3,586 -100	-3%	-$12.9K	0.16%	136
2016 Q2	$507K	Sell	3,686 -250	-6%	-$32.7K	0.2%	110
2016 Q1	$529K	Hold	3,936	–	–	0.22%	97
2015 Q4	$501K	Buy	3,936 +11	+0.3%	+$1.32K	0.22%	94
2015 Q3	$428K	Buy	3,925 +415	+12%	+$45.7K	0.19%	107
2015 Q2	$372K	Buy	3,510 +852	+32%	+$92.8K	0.14%	121
2015 Q1	$284K	Buy	+2,658	New	+$294K	0.12%	139

Other funds holding KMB

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KMB Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Kimberly-Clark (KMB) stake by 9.5% in Q1 2017, buying an estimated $42.8K and bringing the position to 3,925 shares worth $517K. The position accounts for 0.17% of the portfolio, ranked #131.

Integrated Wealth Management (Palm Desert) first reported a position in KMB in Q1 2015 and has held it in 9 quarters since. The position peaked at $529K in Q1 2016. 1,329 funds tracked by Wall St. Rank hold KMB as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 3,925 shares of Kimberly-Clark worth $517K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 339 Kimberly-Clark shares in Q1 2017, an estimated $42.8K.
Kimberly-Clark made up 0.17% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #131 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Kimberly-Clark in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s Kimberly-Clark position peaked at $529K in Q1 2016.
1,329 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.