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Parasol Investment Management’s Kimberly-Clark KMB Stock Holding History

Parasol Investment 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
2017
Q1 		$37K Sell
280
-1,123
-80% -$142K 0.06% 63
2016
Q4 		$160K Sell
1,403
-80
-5% -$9.29K 0.17% 69
2016
Q3 		$187K Buy
1,483
+170
+13% +$22K 0.19% 63
2016
Q2 		$181K Sell
1,313
-132
-9% -$17.3K 0.19% 63
2016
Q1 		$194K Buy
1,445
+25
+2% +$3.25K 0.19% 55
2015
Q4 		$181K Sell
1,420
-75
-5% -$9K 0.17% 53
2015
Q3 		$163K Buy
+1,495
New +$165K 0.15% 56

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parasol Investment Management's KMB Position: Q1 2017 in Review

Parasol Investment Management reduced its Kimberly-Clark (KMB) stake by 80% in Q1 2017, selling an estimated $142K and leaving 280 shares worth $37K. The position accounts for 0.06% of the portfolio, ranked #63.

Parasol Investment Management first reported a position in KMB in Q3 2015 and has held it in 7 quarters since. The position peaked at $194K in Q1 2016. 1,329 funds tracked by Wall St. Rank hold KMB as of Q1 2017.

  • Parasol Investment Management held 280 shares of Kimberly-Clark worth $37K as of Q1 2017.
  • Parasol Investment Management sold 1,123 Kimberly-Clark shares in Q1 2017, an estimated $142K.
  • Kimberly-Clark made up 0.06% of Parasol Investment Management's portfolio in Q1 2017, its #63 holding.
  • Parasol Investment Management first reported a position in Kimberly-Clark in Q3 2015 and has held it in 7 quarters since.
  • Parasol Investment Management's Kimberly-Clark position peaked at $194K in Q1 2016.
  • 1,329 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.