New York Life Trust’s Kimberly-Clark KMB Stock Holding History

New York Life 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
2017 Q1	$5K	Sell	35 -19	-35%	-$2.4K	0.24%	120
2016 Q4	$6K	Buy	54 +28	+108%	+$3.25K	0.03%	198
2016 Q3	$3K	Buy	+26	New	+$3.36K	0.01%	214
2014 Q3	–	Sell	-100	Closed	-$11K	–	207
2014 Q2	$11K	Sell	100 -1,032	-91%	-$110K	0.05%	172
2014 Q1	$120K	Buy	1,132 +793	+234%	+$82.1K	0.53%	72
2013 Q4	$34K	Sell	339 -509	-60%	-$50.8K	0.15%	160
2013 Q3	$77K	Sell	848 -535	-39%	-$49.6K	0.39%	111
2013 Q2	$129K	Buy	+1,383	New	+$133K	0.59%	48

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

New York Life Trust's KMB Position: Q1 2017 in Review

New York Life Trust reduced its Kimberly-Clark (KMB) stake by 35% in Q1 2017, selling an estimated $2.4K and leaving 35 shares worth $5K. The position accounts for 0.24% of the portfolio, ranked #120.

New York Life Trust first reported a position in KMB in Q2 2013 and has held it in 8 quarters since. The position peaked at $129K in Q2 2013. 1,329 funds tracked by Wall St. Rank hold KMB as of Q1 2017.

New York Life Trust held 35 shares of Kimberly-Clark worth $5K as of Q1 2017.
New York Life Trust sold 19 Kimberly-Clark shares in Q1 2017, an estimated $2.4K.
Kimberly-Clark made up 0.24% of New York Life Trust's portfolio in Q1 2017, its #120 holding.
New York Life Trust first reported a position in Kimberly-Clark in Q2 2013 and has held it in 8 quarters since.
New York Life Trust's Kimberly-Clark position peaked at $129K in Q2 2013.
1,329 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.