Jacobus Wealth Management’s Kimberly-Clark KMB Stock Holding History

Jacobus 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
2017 Q3	$594K	Hold	5,050	–	–	0.16%	98
2017 Q2	$652K	Buy	5,050 +2,100	+71%	+$273K	0.18%	92
2017 Q1	$388K	Hold	2,950	–	–	0.11%	119
2016 Q4	$337K	Sell	2,950 -2,100	-42%	-$244K	0.1%	127
2016 Q3	$637K	Hold	5,050	–	–	0.19%	90
2016 Q2	$694K	Sell	5,050 -2,401	-32%	-$314K	0.21%	81
2016 Q1	$1M	Hold	7,451	–	–	0.29%	72
2015 Q4	$949K	Hold	7,451	–	–	0.27%	75
2015 Q3	$812K	Sell	7,451 -76	-1%	-$8.38K	0.24%	80
2015 Q2	$798K	Sell	7,527 -39	-0.5%	-$4.25K	0.2%	89
2015 Q1	$810K	Hold	7,566	–	–	0.21%	85
2014 Q4	$874K	Sell	7,566 -325	-4%	-$36.1K	0.23%	79
2014 Q3	$814K	Hold	7,891	–	–	0.22%	89
2014 Q2	$841K	Sell	7,891 -18	-0.2%	-$1.91K	0.22%	93
2014 Q1	$836K	Hold	7,909	–	–	0.2%	93
2013 Q4	$792K	Buy	7,909 +4,832	+157%	+$482K	0.23%	92
2013 Q3	$278K	Hold	3,077	–	–	0.1%	146
2013 Q2	$287K	Buy	+3,077	New	+$297K	0.1%	138

Other funds holding KMB

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

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jacobus Wealth Management's KMB Position: Q3 2017 in Review

Jacobus Wealth Management held its Kimberly-Clark (KMB) position steady in Q3 2017 at 5,050 shares worth $594K. The position accounts for 0.16% of the portfolio, ranked #98.

Jacobus Wealth Management first reported a position in KMB in Q2 2013 and has held it in 18 quarters since. The position peaked at $1M in Q1 2016. 1,310 funds tracked by Wall St. Rank hold KMB as of Q3 2017.

Jacobus Wealth Management held 5,050 shares of Kimberly-Clark worth $594K as of Q3 2017.
Jacobus Wealth Management left its Kimberly-Clark share count unchanged in Q3 2017.
Kimberly-Clark made up 0.16% of Jacobus Wealth Management's portfolio in Q3 2017, its #98 holding.
Jacobus Wealth Management first reported a position in Kimberly-Clark in Q2 2013 and has held it in 18 quarters since.
Jacobus Wealth Management's Kimberly-Clark position peaked at $1M in Q1 2016.
1,310 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.