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Lucus Advisors’s Kimberly-Clark KMB Stock Holding History

Lucus Advisors’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
Q4 		– Sell
-2,973
Closed -$350K – 222
2017
Q3 		$350K Buy
+2,973
New +$363K 0.49% 52
2015
Q4 		– Sell
-4,306
Closed -$470K – 327
2015
Q3 		$470K Buy
+4,306
New +$475K 0.26% 50
2015
Q2 		– Sell
-4,603
Closed -$493K – 364
2015
Q1 		$493K Buy
4,603
+1,382
+43% +$153K 0.25% 168
2014
Q4 		$372K Buy
+3,221
New +$357K 0.17% 281

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Lucus Advisors's KMB Position: Q4 2017 in Review

Lucus Advisors sold out of Kimberly-Clark (KMB) in Q4 2017, closing a stake of 2,973 shares — an estimated $350K sold.

Lucus Advisors first reported a position in KMB in Q4 2014 and held it in 4 quarters. The position peaked at $493K in Q1 2015. 1,392 funds tracked by Wall St. Rank hold KMB as of Q4 2017.

  • Lucus Advisors reported no remaining Kimberly-Clark position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 2,973 Kimberly-Clark shares in Q4 2017, an estimated $350K.
  • Lucus Advisors first reported a position in Kimberly-Clark in Q4 2014 and held it in 4 quarters.
  • Lucus Advisors's Kimberly-Clark position peaked at $493K in Q1 2015.
  • 1,392 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.