LJAC
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L.J. Altfest & Co’s Kimberly-Clark KMB Stock Holding History

L.J. Altfest & Co’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
Q2 		– Sell
-2,103
Closed -$277K – 151
2017
Q1 		$277K Sell
2,103
-187
-8% -$23.6K 0.11% 116
2016
Q4 		$261K Sell
2,290
-10,318
-82% -$1.2M 0.13% 122
2016
Q3 		$1.59M Buy
12,608
+57
+0.5% +$7.37K 1.06% 30
2016
Q2 		$1.73M Buy
12,551
+9,495
+311% +$1.24M 1.2% 21
2016
Q1 		$411K Sell
3,056
-202
-6% -$26.3K 0.42% 58
2015
Q4 		$415K Sell
3,258
-245
-7% -$29.4K 0.41% 63
2015
Q3 		$382K Sell
3,503
-138
-4% -$15.2K 0.38% 66
2015
Q2 		$386K Sell
3,641
-58
-2% -$6.32K 0.35% 66
2015
Q1 		$396K Sell
3,699
-11,014
-75% -$1.22M 0.37% 62
2014
Q4 		$1.7M Sell
14,713
-581
-4% -$64.5K 1.39% 25
2014
Q3 		$1.58M Buy
15,294
+6
+0% +$625 1.55% 23
2014
Q2 		$1.64M Sell
15,288
-113
-0.7% -$12K 1.62% 23
2014
Q1 		$1.62M Buy
15,401
+255
+2% +$26.4K 1.51% 15
2013
Q4 		$1.52M Buy
+15,146
New +$1.51M 1.29% 25

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

L.J. Altfest & Co's KMB Position: Q2 2017 in Review

L.J. Altfest & Co sold out of Kimberly-Clark (KMB) in Q2 2017, closing a stake of 2,103 shares — an estimated $277K sold.

L.J. Altfest & Co first reported a position in KMB in Q4 2013 and held it in 14 quarters. The position peaked at $1.73M in Q2 2016. 1,324 funds tracked by Wall St. Rank hold KMB as of Q2 2017.

  • L.J. Altfest & Co reported no remaining Kimberly-Clark position as of Q2 2017 after selling out during the quarter.
  • L.J. Altfest & Co sold 2,103 Kimberly-Clark shares in Q2 2017, an estimated $277K.
  • L.J. Altfest & Co first reported a position in Kimberly-Clark in Q4 2013 and held it in 14 quarters.
  • L.J. Altfest & Co's Kimberly-Clark position peaked at $1.73M in Q2 2016.
  • 1,324 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2017.

Based on L.J. Altfest & Co's 13F filing for Q2 2017, filed 21 Jul 2017.