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

LBA 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 Q1	$19K	Sell	148 -1	-0.7%	-$126	0.01%	274
2016 Q4	$17K	Buy	149 +9	+6%	+$1.04K	0.01%	275
2016 Q3	$18K	Hold	140	–	–	0.01%	272
2016 Q2	$19K	Hold	140	–	–	0.01%	257
2016 Q1	$19K	Sell	140 -140	-50%	-$18.2K	0.01%	249
2015 Q4	$36K	Hold	280	–	–	0.02%	222
2015 Q3	$31K	Buy	+280	New	+$30.9K	0.02%	203
2014 Q3	–	Sell	-1,429	Closed	-$152K	–	432
2014 Q2	$152K	Sell	1,429 -699	-33%	-$74.3K	0.12%	102
2014 Q1	$225K	Hold	2,128	–	–	0.18%	74
2013 Q4	$213K	Buy	+2,128	New	+$212K	0.18%	74

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LBA Wealth Management's KMB Position: Q1 2017 in Review

LBA Wealth Management reduced its Kimberly-Clark (KMB) stake by 0.67% in Q1 2017, selling an estimated $126 and leaving 148 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #274.

LBA Wealth Management first reported a position in KMB in Q4 2013 and has held it in 10 quarters since. The position peaked at $225K in Q1 2014. 1,329 funds tracked by Wall St. Rank hold KMB as of Q1 2017.

LBA Wealth Management held 148 shares of Kimberly-Clark worth $19K as of Q1 2017.
LBA Wealth Management sold 1 Kimberly-Clark share in Q1 2017, an estimated $126.
Kimberly-Clark made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #274 holding.
LBA Wealth Management first reported a position in Kimberly-Clark in Q4 2013 and has held it in 10 quarters since.
LBA Wealth Management's Kimberly-Clark position peaked at $225K in Q1 2014.
1,329 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.