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New Capital Management’s Kimberly-Clark KMB Stock Holding History

New Capital 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
2018
Q4 		– Sell
-50
Closed -$6K – 133
2018
Q3 		$6K Hold
50
– – 0.01% 128
2018
Q2 		$5K Hold
50
– – 0.01% 130
2018
Q1 		$6K Hold
50
– – 0.02% 134
2017
Q4 		$6K Hold
50
– – 0.01% 141
2017
Q3 		$5.88M Hold
50
– – 10.48% 3
2017
Q2 		$7K Hold
50
– – 0.01% 138
2017
Q1 		$7K Hold
50
– – 0.01% 138
2016
Q4 		$6K Buy
+50
New +$5.8K 0.01% 138

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

New Capital Management's KMB Position: Q4 2018 in Review

New Capital Management sold out of Kimberly-Clark (KMB) in Q4 2018, closing a stake of 50 shares — an estimated $6K sold.

New Capital Management first reported a position in KMB in Q4 2016 and held it in 8 quarters. The position peaked at $5.88M in Q3 2017. 1,410 funds tracked by Wall St. Rank hold KMB as of Q4 2018.

  • New Capital Management reported no remaining Kimberly-Clark position as of Q4 2018 after selling out during the quarter.
  • New Capital Management sold 50 Kimberly-Clark shares in Q4 2018, an estimated $6K.
  • New Capital Management first reported a position in Kimberly-Clark in Q4 2016 and held it in 8 quarters.
  • New Capital Management's Kimberly-Clark position peaked at $5.88M in Q3 2017.
  • 1,410 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2018.

Based on New Capital Management's 13F filing for Q4 2018, filed 18 Jan 2019.