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MSI Financial Services’s Kimberly-Clark KMB Stock Holding History

MSI Financial Services’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
2016
Q4 		$4.63M Sell
40,586
-85
-0.2% -$9.87K 0.15% 151
2016
Q3 		$5.13M Buy
40,671
+2,727
+7% +$353K 0.18% 128
2016
Q2 		$5.22M Buy
37,944
+2,910
+8% +$381K 0.19% 127
2016
Q1 		$4.71M Buy
35,034
+7,724
+28% +$1M 0.2% 120
2015
Q4 		$3.48M Buy
27,310
+18,068
+195% +$2.17M 0.16% 145
2015
Q3 		$1.01M Sell
9,242
-12,068
-57% -$1.33M 0.08% 248
2015
Q2 		$2.26M Buy
21,310
+1,160
+6% +$126K 0.16% 142
2015
Q1 		$2.16M Buy
20,150
+4,395
+28% +$486K 0.15% 157
2014
Q4 		$1.82M Sell
15,755
-331
-2% -$36.7K 0.2% 133
2014
Q3 		$1.66M Buy
16,086
+2,610
+19% +$272K 0.2% 133
2014
Q2 		$1.44M Buy
13,476
+1,498
+13% +$159K 0.19% 139
2014
Q1 		$1.27M Sell
11,978
-1,082
-8% -$112K 0.18% 142
2013
Q4 		$1.31M Sell
13,060
-145
-1% -$14.5K 0.2% 129
2013
Q3 		$1.19M Buy
13,205
+2,467
+23% +$229K 0.21% 125
2013
Q2 		$1M Buy
+10,738
New +$1.04M 0.2% 125

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MSI Financial Services's KMB Position: Q4 2016 in Review

MSI Financial Services reduced its Kimberly-Clark (KMB) stake by 0.21% in Q4 2016, selling an estimated $9.87K and leaving 40,586 shares worth $4.63M. The position accounts for 0.15% of the portfolio, ranked #151.

MSI Financial Services first reported a position in KMB in Q2 2013 and has held it in 15 quarters since. The position peaked at $5.22M in Q2 2016. 1,289 funds tracked by Wall St. Rank hold KMB as of Q4 2016.

  • MSI Financial Services held 40,586 shares of Kimberly-Clark worth $4.63M as of Q4 2016.
  • MSI Financial Services sold 85 Kimberly-Clark shares in Q4 2016, an estimated $9.87K.
  • Kimberly-Clark made up 0.15% of MSI Financial Services's portfolio in Q4 2016, its #151 holding.
  • MSI Financial Services first reported a position in Kimberly-Clark in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Kimberly-Clark position peaked at $5.22M in Q2 2016.
  • 1,289 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.