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KMS Financial Services’s Kimberly-Clark KMB Stock Holding History

KMS Financial Services’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
2014
Q3 		$4.01M Buy
38,886
+519
+1% +$54K 0.56% 38
2014
Q2 		$4.09M Buy
38,367
+292
+0.8% +$31K 0.59% 31
2014
Q1 		$4.03M Buy
38,075
+3,001
+9% +$311K 0.64% 24
2013
Q4 		$3.51M Buy
35,074
+16,097
+85% +$1.61M 0.59% 30
2013
Q3 		$1.72M Buy
18,977
+1,973
+12% +$183K 0.42% 49
2013
Q2 		$1.58M Buy
+17,004
New +$1.64M 0.44% 48

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

KMS Financial Services's KMB Position: Q3 2014 in Review

KMS Financial Services increased its Kimberly-Clark (KMB) stake by 1.4% in Q3 2014, buying an estimated $54K and bringing the position to 38,886 shares worth $4.01M. The position accounts for 0.56% of the portfolio, ranked #38.

KMS Financial Services first reported a position in KMB in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.09M in Q2 2014. 1,135 funds tracked by Wall St. Rank hold KMB as of Q3 2014.

  • KMS Financial Services held 38,886 shares of Kimberly-Clark worth $4.01M as of Q3 2014.
  • KMS Financial Services bought 519 Kimberly-Clark shares in Q3 2014, an estimated $54K.
  • Kimberly-Clark made up 0.56% of KMS Financial Services's portfolio in Q3 2014, its #38 holding.
  • KMS Financial Services first reported a position in Kimberly-Clark in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Kimberly-Clark position peaked at $4.09M in Q2 2014.
  • 1,135 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.