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McAdams Wright Ragen’s Kimberly-Clark KMB Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$2.22M Buy
21,536
+2,754
+15% +$287K 0.12% 137
2014
Q2 		$2M Buy
18,782
+4,376
+30% +$465K 0.11% 145
2014
Q1 		$1.52M Buy
14,406
+340
+2% +$35.2K 0.09% 153
2013
Q4 		$1.41M Buy
14,066
+344
+3% +$34.3K 0.09% 159
2013
Q3 		$1.24M Buy
13,722
+772
+6% +$71.5K 0.1% 147
2013
Q2 		$1.21M Buy
+12,950
New +$1.25M 0.1% 157

Other funds holding KMB

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

McAdams Wright Ragen's KMB Position: Q3 2014 in Review

McAdams Wright Ragen increased its Kimberly-Clark (KMB) stake by 15% in Q3 2014, buying an estimated $287K and bringing the position to 21,536 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #137.

McAdams Wright Ragen first reported a position in KMB in Q2 2013 and has held it in 6 quarters since. 1,135 funds tracked by Wall St. Rank hold KMB as of Q3 2014.

  • McAdams Wright Ragen held 21,536 shares of Kimberly-Clark worth $2.22M as of Q3 2014.
  • McAdams Wright Ragen bought 2,754 Kimberly-Clark shares in Q3 2014, an estimated $287K.
  • Kimberly-Clark made up 0.12% of McAdams Wright Ragen's portfolio in Q3 2014, its #137 holding.
  • McAdams Wright Ragen first reported a position in Kimberly-Clark in Q2 2013 and has held it in 6 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.