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McDaniel Terry & Co’s Kimberly-Clark KMB Stock Holding History

McDaniel Terry & Co’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
Q3 		– Sell
-1,575
Closed -$203K – 62
2017
Q2 		$203K Hold
1,575
– – 0.04% 60
2017
Q1 		$207K Sell
1,575
-454
-22% -$57.3K 0.04% 61
2016
Q4 		$232K Hold
2,029
– – 0.05% 58
2016
Q3 		$256K Sell
2,029
-531
-21% -$68.7K 0.05% 53
2016
Q2 		$352K Buy
+2,560
New +$335K 0.08% 48

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McDaniel Terry & Co's KMB Position: Q3 2017 in Review

McDaniel Terry & Co sold out of Kimberly-Clark (KMB) in Q3 2017, closing a stake of 1,575 shares — an estimated $203K sold.

McDaniel Terry & Co first reported a position in KMB in Q2 2016 and held it in 5 quarters. The position peaked at $352K in Q2 2016. 1,310 funds tracked by Wall St. Rank hold KMB as of Q3 2017.

  • McDaniel Terry & Co reported no remaining Kimberly-Clark position as of Q3 2017 after selling out during the quarter.
  • McDaniel Terry & Co sold 1,575 Kimberly-Clark shares in Q3 2017, an estimated $203K.
  • McDaniel Terry & Co first reported a position in Kimberly-Clark in Q2 2016 and held it in 5 quarters.
  • McDaniel Terry & Co's Kimberly-Clark position peaked at $352K in Q2 2016.
  • 1,310 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2017.

Based on McDaniel Terry & Co's 13F filing for Q3 2017, filed 13 Nov 2017.