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Inverness Counsel’s Kimberly-Clark KMB Stock Holding History

Inverness 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
Q3 		– Sell
-1,496
Closed -$206K – 90
2016
Q2 		$206K Hold
1,496
– – 0.02% 88
2016
Q1 		$201K Sell
1,496
-200
-12% -$26K 0.02% 89
2015
Q4 		$216K Buy
+1,696
New +$204K 0.02% 98
2015
Q1 		– Sell
-3,240
Closed -$374K – 118
2014
Q4 		$374K Buy
3,240
+7
+0.2% +$777 0.03% 90
2014
Q3 		$333K Hold
3,233
– – 0.03% 95
2014
Q2 		$345K Hold
3,233
– – 0.03% 95
2014
Q1 		$342K Buy
3,233
+104
+3% +$10.8K 0.03% 88
2013
Q4 		$313K Hold
3,129
– – 0.02% 93
2013
Q3 		$283K Buy
3,129
+104
+3% +$9.63K 0.02% 93
2013
Q2 		$282K Buy
+3,025
New +$292K 0.03% 89

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Inverness Counsel's KMB Position: Q3 2016 in Review

Inverness Counsel sold out of Kimberly-Clark (KMB) in Q3 2016, closing a stake of 1,496 shares — an estimated $206K sold.

Inverness Counsel first reported a position in KMB in Q2 2013 and held it in 10 quarters. The position peaked at $374K in Q4 2014. 1,268 funds tracked by Wall St. Rank hold KMB as of Q3 2016.

  • Inverness Counsel reported no remaining Kimberly-Clark position as of Q3 2016 after selling out during the quarter.
  • Inverness Counsel sold 1,496 Kimberly-Clark shares in Q3 2016, an estimated $206K.
  • Inverness Counsel first reported a position in Kimberly-Clark in Q2 2013 and held it in 10 quarters.
  • Inverness Counsel's Kimberly-Clark position peaked at $374K in Q4 2014.
  • 1,268 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2016.

Based on Inverness Counsel's 13F filing for Q3 2016, filed 7 Nov 2016.