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

Lyons 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
Q4 		– Sell
-5,826
Closed -$689K – 56
2017
Q3 		$689K Buy
+5,826
New +$711K 1.03% 27

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

Lyons Wealth Management's KMB Position: Q4 2017 in Review

Lyons Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2017, closing a stake of 5,826 shares — an estimated $689K sold.

Lyons Wealth Management first reported a position in KMB in Q3 2017 and held it in 1 quarter. The position peaked at $689K in Q3 2017. 1,392 funds tracked by Wall St. Rank hold KMB as of Q4 2017.

  • Lyons Wealth Management reported no remaining Kimberly-Clark position as of Q4 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 5,826 Kimberly-Clark shares in Q4 2017, an estimated $689K.
  • Lyons Wealth Management first reported a position in Kimberly-Clark in Q3 2017 and held it in 1 quarter.
  • Lyons Wealth Management's Kimberly-Clark position peaked at $689K in Q3 2017.
  • 1,392 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2017.

Based on Lyons Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.