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Mosaic Family Wealth’s Kimberly-Clark KMB Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-998
Closed -$124K – 400
2019
Q1 		$124K Buy
998
+1
+0.1% +$116 0.05% 203
2018
Q4 		$114K Hold
997
– – 0.05% 208
2018
Q3 		$110K Sell
997
-139
-12% -$15.6K 0.05% 209
2018
Q2 		$120K Buy
1,136
+1
+0.1% +$104 0.05% 203
2018
Q1 		$125K Buy
1,135
+1
+0.1% +$114 0.05% 201
2017
Q4 		$137K Sell
1,134
-132
-10% -$15.4K 0.05% 203
2017
Q3 		$149K Buy
1,266
+150
+13% +$18.3K 0.06% 223
2017
Q2 		$144K Buy
1,116
+6
+0.5% +$781 0.06% 220
2017
Q1 		$146K Buy
1,110
+95
+9% +$12K 0.06% 216
2016
Q4 		$116K Buy
1,015
+1
+0.1% +$116 0.05% 241
2016
Q3 		$128K Buy
1,014
+75
+8% +$9.7K 0.06% 223
2016
Q2 		$130K Sell
939
-100
-10% -$13.1K 0.06% 202
2016
Q1 		$139K Hold
1,039
– – 0.07% 183
2015
Q4 		$132K Buy
+1,039
New +$125K 0.06% 185

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mosaic Family Wealth's KMB Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Kimberly-Clark (KMB) in Q2 2019, closing a stake of 998 shares — an estimated $124K sold.

Mosaic Family Wealth first reported a position in KMB in Q4 2015 and held it in 14 quarters. The position peaked at $149K in Q3 2017. 1,486 funds tracked by Wall St. Rank hold KMB as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Kimberly-Clark position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 998 Kimberly-Clark shares in Q2 2019, an estimated $124K.
  • Mosaic Family Wealth first reported a position in Kimberly-Clark in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Kimberly-Clark position peaked at $149K in Q3 2017.
  • 1,486 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.