PacWest Financial Management’s Kimberly-Clark KMB Stock Holding History

PacWest Financial 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
2016 Q4	$2.74M	Buy	2,402 +170	+8%	+$19.7K	0.16%	77
2016 Q3	$282K	Buy	2,232 +300	+16%	+$38.8K	0.17%	75
2016 Q2	$266K	Buy	1,932 +30	+2%	+$3.93K	0.17%	76
2016 Q1	$255K	Sell	1,902 -160	-8%	-$20.8K	0.16%	77
2015 Q4	$262K	Buy	2,062 +30	+1%	+$3.6K	0.18%	81
2015 Q3	$222K	Buy	2,032 +50	+3%	+$5.51K	0.16%	81
2015 Q2	$212K	Hold	1,982	–	–	0.15%	85
2015 Q1	$212K	Hold	1,982	–	–	0.15%	84
2014 Q4	$229K	Sell	1,982 -85	-4%	-$9.43K	0.16%	85
2014 Q3	$213K	Buy	2,067 +62	+3%	+$6.46K	0.16%	85
2014 Q2	$214K	Buy	2,005 +42	+2%	+$4.46K	0.16%	87
2014 Q1	$207K	Sell	1,963 -83	-4%	-$8.59K	0.16%	89
2013 Q4	$205	Buy	+2,046	New	+$204K	0.06%	89

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

PacWest Financial Management's KMB Position: Q4 2016 in Review

PacWest Financial Management increased its Kimberly-Clark (KMB) stake by 7.6% in Q4 2016, buying an estimated $19.7K and bringing the position to 2,402 shares worth $2.74M. The position accounts for 0.16% of the portfolio, ranked #77.

PacWest Financial Management first reported a position in KMB in Q4 2013 and has held it in 13 quarters since. 1,290 funds tracked by Wall St. Rank hold KMB as of Q4 2016.

PacWest Financial Management held 2,402 shares of Kimberly-Clark worth $2.74M as of Q4 2016.
PacWest Financial Management bought 170 Kimberly-Clark shares in Q4 2016, an estimated $19.7K.
Kimberly-Clark made up 0.16% of PacWest Financial Management's portfolio in Q4 2016, its #77 holding.
PacWest Financial Management first reported a position in Kimberly-Clark in Q4 2013 and has held it in 13 quarters since.
1,290 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.