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ParenteBeard Wealth Management’s Kimberly-Clark KMB Stock Holding History

ParenteBeard Wealth 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
2014
Q4 		– Sell
-2,788
Closed -$288K – 108
2014
Q3 		$288K Buy
+2,788
New +$290K 0.12% 89
2014
Q1 		– Sell
-15,957
Closed -$1.6M – 107
2013
Q4 		$1.6M Buy
+15,957
New +$1.59M 0.63% 46

Other funds holding KMB

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

ParenteBeard Wealth Management's KMB Position: Q4 2014 in Review

ParenteBeard Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2014, closing a stake of 2,788 shares — an estimated $288K sold.

ParenteBeard Wealth Management first reported a position in KMB in Q4 2013 and held it in 2 quarters. The position peaked at $1.6M in Q4 2013. 1,199 funds tracked by Wall St. Rank hold KMB as of Q4 2014.

  • ParenteBeard Wealth Management reported no remaining Kimberly-Clark position as of Q4 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 2,788 Kimberly-Clark shares in Q4 2014, an estimated $288K.
  • ParenteBeard Wealth Management first reported a position in Kimberly-Clark in Q4 2013 and held it in 2 quarters.
  • ParenteBeard Wealth Management's Kimberly-Clark position peaked at $1.6M in Q4 2013.
  • 1,199 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.