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Oliver Luxxe Assets’s Kimberly-Clark KMB Stock Holding History

Oliver Luxxe Assets’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
Q1 		– Sell
-26,489
Closed -$3.2M – 96
2017
Q4 		$3.2M Sell
26,489
-718
-3% -$83.7K 1.94% 22
2017
Q3 		$3.2M Buy
27,207
+566
+2% +$69.1K 2.02% 19
2017
Q2 		$3.44M Buy
26,641
+333
+1% +$43.3K 2.24% 13
2017
Q1 		$3.46M Buy
26,308
+9,817
+60% +$1.24M 2.31% 12
2016
Q4 		$1.88M Buy
+16,491
New +$1.91M 1.3% 33

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Luxxe Assets's KMB Position: Q1 2018 in Review

Oliver Luxxe Assets sold out of Kimberly-Clark (KMB) in Q1 2018, closing a stake of 26,489 shares — an estimated $3.2M sold.

Oliver Luxxe Assets first reported a position in KMB in Q4 2016 and held it in 5 quarters. The position peaked at $3.46M in Q1 2017. 1,378 funds tracked by Wall St. Rank hold KMB as of Q1 2018.

  • Oliver Luxxe Assets reported no remaining Kimberly-Clark position as of Q1 2018 after selling out during the quarter.
  • Oliver Luxxe Assets sold 26,489 Kimberly-Clark shares in Q1 2018, an estimated $3.2M.
  • Oliver Luxxe Assets first reported a position in Kimberly-Clark in Q4 2016 and held it in 5 quarters.
  • Oliver Luxxe Assets's Kimberly-Clark position peaked at $3.46M in Q1 2017.
  • 1,378 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2018.

Based on Oliver Luxxe Assets's 13F filing for Q1 2018, filed 17 Apr 2018.