Marshwinds Advisory’s Kimberly-Clark KMB Stock Holding History

Marshwinds Advisory’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
2018 Q4	$465K	Sell	4,079 -800	-16%	-$88.8K	0.25%	91
2018 Q3	$554K	Hold	4,879	–	–	0.25%	91
2018 Q2	$514K	Hold	4,879	–	–	0.24%	92
2018 Q1	$537K	Hold	4,879	–	–	0.26%	86
2017 Q4	$589K	Sell	4,879 -730	-13%	-$85.1K	0.27%	85
2017 Q3	$660K	Hold	5,609	–	–	0.31%	76
2017 Q2	$724K	Buy	5,609 +437	+8%	+$56.9K	0.34%	75
2017 Q1	$681K	Sell	5,172 -175	-3%	-$22.1K	0.32%	78
2016 Q4	$610K	Hold	5,347	–	–	0.29%	84
2016 Q3	$674K	Hold	5,347	–	–	0.33%	77
2016 Q2	$735K	Hold	5,347	–	–	0.36%	75
2016 Q1	$719K	Hold	5,347	–	–	0.37%	73
2015 Q4	$681K	Hold	5,347	–	–	0.36%	75
2015 Q3	$583K	Sell	5,347 -275	-5%	-$30.3K	0.31%	82
2015 Q2	$596K	Sell	5,622 -425	-7%	-$46.3K	0.3%	82
2015 Q1	$648K	Sell	6,047 -395	-6%	-$43.6K	0.31%	85
2014 Q4	$744K	Sell	6,442 -277	-4%	-$30.7K	0.35%	83
2014 Q3	$693K	Hold	6,719	–	–	0.34%	83
2014 Q2	$716K	Sell	6,719 -40	-0.6%	-$4.25K	0.34%	84
2014 Q1	$714K	Hold	6,759	–	–	0.36%	80
2013 Q4	$677K	Sell	6,759 -313	-4%	-$31.2K	0.36%	82
2013 Q3	$639K	Sell	7,072 -443	-6%	-$41K	0.37%	83
2013 Q2	$700K	Buy	+7,515	New	+$725K	0.42%	74

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marshwinds Advisory's KMB Position: Q4 2018 in Review

Marshwinds Advisory reduced its Kimberly-Clark (KMB) stake by 16% in Q4 2018, selling an estimated $88.8K and leaving 4,079 shares worth $465K. The position accounts for 0.25% of the portfolio, ranked #91.

Marshwinds Advisory first reported a position in KMB in Q2 2013 and has held it in 23 quarters since. The position peaked at $744K in Q4 2014. 1,411 funds tracked by Wall St. Rank hold KMB as of Q4 2018.

Marshwinds Advisory held 4,079 shares of Kimberly-Clark worth $465K as of Q4 2018.
Marshwinds Advisory sold 800 Kimberly-Clark shares in Q4 2018, an estimated $88.8K.
Kimberly-Clark made up 0.25% of Marshwinds Advisory's portfolio in Q4 2018, its #91 holding.
Marshwinds Advisory first reported a position in Kimberly-Clark in Q2 2013 and has held it in 23 quarters since.
Marshwinds Advisory's Kimberly-Clark position peaked at $744K in Q4 2014.
1,411 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.