Kanaly Trust’s Kimberly-Clark KMB Stock Holding History

Kanaly Trust’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	$1.64M	Buy	14,335 +250	+2%	+$29K	0.35%	40
2016 Q3	$1.78M	Buy	14,085 +348	+3%	+$45K	0.38%	38
2016 Q2	$1.89M	Buy	13,737 +476	+4%	+$62.3K	0.38%	37
2016 Q1	$1.78M	Buy	13,261 +256	+2%	+$33.3K	0.36%	35
2015 Q4	$1.66M	Sell	13,005 -268	-2%	-$32.2K	0.34%	34
2015 Q3	$1.45M	Buy	13,273 +540	+4%	+$59.5K	0.32%	39
2015 Q2	$1.35M	Buy	12,733 +489	+4%	+$53.3K	0.27%	46
2015 Q1	$1.31M	Buy	12,244 +38	+0.3%	+$4.2K	0.26%	52
2014 Q4	$1.41M	Sell	12,206 -409	-3%	-$45.4K	0.28%	51
2014 Q3	$1.3M	Buy	12,615 +304	+2%	+$31.7K	0.25%	49
2014 Q2	$1.31M	Sell	12,311 -699	-5%	-$74.3K	0.24%	50
2014 Q1	$1.38M	Sell	13,010 -33	-0.3%	-$3.42K	0.27%	49
2013 Q4	$1.31M	Buy	+13,043	New	+$1.3M	0.26%	53
2013 Q3	–	Sell	-2,299	Closed	-$213K	–	96
2013 Q2	$213K	Buy	+2,299	New	+$222K	0.07%	76

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

Kanaly Trust's KMB Position: Q4 2016 in Review

Kanaly Trust increased its Kimberly-Clark (KMB) stake by 1.8% in Q4 2016, buying an estimated $29K and bringing the position to 14,335 shares worth $1.64M. The position accounts for 0.35% of the portfolio, ranked #40.

Kanaly Trust first reported a position in KMB in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.89M in Q2 2016. 1,289 funds tracked by Wall St. Rank hold KMB as of Q4 2016.

Kanaly Trust held 14,335 shares of Kimberly-Clark worth $1.64M as of Q4 2016.
Kanaly Trust bought 250 Kimberly-Clark shares in Q4 2016, an estimated $29K.
Kimberly-Clark made up 0.35% of Kanaly Trust's portfolio in Q4 2016, its #40 holding.
Kanaly Trust first reported a position in Kimberly-Clark in Q2 2013 and has held it in 14 quarters since.
Kanaly Trust's Kimberly-Clark position peaked at $1.89M in Q2 2016.
1,289 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.