Lebenthal Holdings’s Kimberly-Clark KMB Stock Holding History

Lebenthal Holdings’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 Q2	$2.67M	Buy	19,397 +12,118	+166%	+$1.59M	0.33%	90
2016 Q1	$980K	Buy	7,279 +3,720	+105%	+$484K	0.17%	189
2015 Q4	$452K	Sell	3,559 -2,835	-44%	-$340K	0.11%	222
2015 Q3	$697K	Buy	6,394 +2,317	+57%	+$255K	0.16%	185
2015 Q2	$432K	Sell	4,077 -874	-18%	-$95.2K	0.09%	227
2015 Q1	$530K	Sell	4,951 -377	-7%	-$41.6K	0.12%	213
2014 Q4	$616K	Buy	+5,328	New	+$591K	0.27%	104

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Lebenthal Holdings's KMB Position: Q2 2016 in Review

Lebenthal Holdings increased its Kimberly-Clark (KMB) stake by 166% in Q2 2016, buying an estimated $1.59M and bringing the position to 19,397 shares worth $2.67M. The position accounts for 0.33% of the portfolio, ranked #90.

Lebenthal Holdings first reported a position in KMB in Q4 2014 and has held it in 7 quarters since. 1,298 funds tracked by Wall St. Rank hold KMB as of Q2 2016.

Lebenthal Holdings held 19,397 shares of Kimberly-Clark worth $2.67M as of Q2 2016.
Lebenthal Holdings bought 12,118 Kimberly-Clark shares in Q2 2016, an estimated $1.59M.
Kimberly-Clark made up 0.33% of Lebenthal Holdings's portfolio in Q2 2016, its #90 holding.
Lebenthal Holdings first reported a position in Kimberly-Clark in Q4 2014 and has held it in 7 quarters since.
1,298 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.