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Partnervest Advisory Services’s Kimberly-Clark KMB Stock Holding History

Partnervest Advisory Services’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
Q3 		– Sell
-1,954
Closed -$161K – 502
2014
Q2 		$161K Buy
1,954
+1,638
+518% +$174K 0.07% 176
2014
Q1 		$33K Hold
316
– – 0.01% 404
2013
Q4 		$32K Sell
316
-73
-19% -$7.29K 0.01% 389
2013
Q3 		$35K Sell
389
-40
-9% -$3.71K 0.02% 339
2013
Q2 		$40K Buy
+429
New +$41.4K 0.02% 279

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Partnervest Advisory Services's KMB Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Kimberly-Clark (KMB) in Q3 2014, closing a stake of 1,954 shares — an estimated $161K sold.

Partnervest Advisory Services first reported a position in KMB in Q2 2013 and held it in 5 quarters. The position peaked at $161K in Q2 2014. 1,135 funds tracked by Wall St. Rank hold KMB as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Kimberly-Clark position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,954 Kimberly-Clark shares in Q3 2014, an estimated $161K.
  • Partnervest Advisory Services first reported a position in Kimberly-Clark in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Kimberly-Clark position peaked at $161K in Q2 2014.
  • 1,135 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.