National Penn Investors Trust’s Kimberly-Clark KMB Stock Holding History

National Penn Investors Trust’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 Q1	$415K	Sell	3,090 -4,281	-58%	-$557K	0.05%	147
2015 Q4	$938K	Sell	7,371 -269	-4%	-$32.3K	0.11%	119
2015 Q3	$833K	Sell	7,640 -865	-10%	-$95.3K	0.1%	121
2015 Q2	$901K	Buy	8,505 +727	+9%	+$79.2K	0.1%	122
2015 Q1	$833K	Buy	7,778 +321	+4%	+$35.5K	0.09%	130
2014 Q4	$862K	Buy	7,457 +206	+3%	+$22.9K	0.1%	114
2014 Q3	$748K	Hold	7,251	–	–	0.09%	117
2014 Q2	$773K	Sell	7,251 -209	-3%	-$22.2K	0.09%	118
2014 Q1	$789K	Sell	7,460 -83	-1%	-$8.59K	0.09%	121
2013 Q4	$756K	Sell	7,543 -58	-0.8%	-$5.79K	0.08%	127
2013 Q3	$686K	Hold	7,601	–	–	0.08%	124
2013 Q2	$708K	Buy	+7,601	New	+$733K	0.09%	128

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

National Penn Investors Trust's KMB Position: Q1 2016 in Review

National Penn Investors Trust reduced its Kimberly-Clark (KMB) stake by 58% in Q1 2016, selling an estimated $557K and leaving 3,090 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #147.

National Penn Investors Trust first reported a position in KMB in Q2 2013 and has held it in 12 quarters since. The position peaked at $938K in Q4 2015. 1,293 funds tracked by Wall St. Rank hold KMB as of Q1 2016.

National Penn Investors Trust held 3,090 shares of Kimberly-Clark worth $415K as of Q1 2016.
National Penn Investors Trust sold 4,281 Kimberly-Clark shares in Q1 2016, an estimated $557K.
Kimberly-Clark made up 0.05% of National Penn Investors Trust's portfolio in Q1 2016, its #147 holding.
National Penn Investors Trust first reported a position in Kimberly-Clark in Q2 2013 and has held it in 12 quarters since.
National Penn Investors Trust's Kimberly-Clark position peaked at $938K in Q4 2015.
1,293 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.