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Mount Lucas Management’s Kimberly-Clark KMB Stock Holding History

Mount Lucas 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
Q1 		– Sell
-18,325
Closed -$2.09M – 154
2016
Q4 		$2.09M Sell
18,325
-3,389
-16% -$393K 0.4% 73
2016
Q3 		$2.74M Sell
21,714
-505
-2% -$65.3K 0.49% 66
2016
Q2 		$3.06M Sell
22,219
-183
-0.8% -$23.9K 0.52% 49
2016
Q1 		$3.01M Buy
+22,402
New +$2.91M 0.52% 41

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Mount Lucas Management's KMB Position: Q1 2017 in Review

Mount Lucas Management sold out of Kimberly-Clark (KMB) in Q1 2017, closing a stake of 18,325 shares — an estimated $2.09M sold.

Mount Lucas Management first reported a position in KMB in Q1 2016 and held it in 4 quarters. The position peaked at $3.06M in Q2 2016. 1,329 funds tracked by Wall St. Rank hold KMB as of Q1 2017.

  • Mount Lucas Management reported no remaining Kimberly-Clark position as of Q1 2017 after selling out during the quarter.
  • Mount Lucas Management sold 18,325 Kimberly-Clark shares in Q1 2017, an estimated $2.09M.
  • Mount Lucas Management first reported a position in Kimberly-Clark in Q1 2016 and held it in 4 quarters.
  • Mount Lucas Management's Kimberly-Clark position peaked at $3.06M in Q2 2016.
  • 1,329 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2017.

Based on Mount Lucas Management's 13F filing for Q1 2017, filed 15 May 2017.