New England Private Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,084
Closed -$230K 152
2018
Q1
$230K Buy
+2,084
New +$237K 0.07% 129
2015
Q4
Sell
-2,111
Closed -$230K 126
2015
Q3
$230K Buy
2,111
+17
+0.8% +$1.87K 0.1% 91
2015
Q2
$222K Buy
2,094
+17
+0.8% +$1.85K 0.08% 96
2015
Q1
$222K Buy
+2,077
New +$229K 0.09% 94

Other funds holding KMB

New England Private Wealth Advisors's KMB Position: Q2 2018 in Review

New England Private Wealth Advisors sold out of Kimberly-Clark (KMB) in Q2 2018, closing a stake of 2,084 shares — an estimated $230K sold.

New England Private Wealth Advisors first reported a position in KMB in Q1 2015 and held it in 4 quarters. The position peaked at $230K in Q1 2018. 1,349 funds tracked by Wall St. Rank hold KMB as of Q2 2018.

  • New England Private Wealth Advisors reported no remaining Kimberly-Clark position as of Q2 2018 after selling out during the quarter.
  • New England Private Wealth Advisors sold 2,084 Kimberly-Clark shares in Q2 2018, an estimated $230K.
  • New England Private Wealth Advisors first reported a position in Kimberly-Clark in Q1 2015 and held it in 4 quarters.
  • New England Private Wealth Advisors's Kimberly-Clark position peaked at $230K in Q1 2018.
  • 1,349 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2018.

Based on New England Private Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.