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Phocas Financial Corp’s Kimberly-Clark KMB Stock Holding History

Phocas Financial Corp’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
2019
Q3 		– Sell
-250
Closed -$33K – 238
2019
Q2 		$33K Buy
+250
New +$32.2K ﹤0.01% 281
2019
Q1 		– Sell
-250
Closed -$28K – 251
2018
Q4 		$28K Buy
+250
New +$27.7K ﹤0.01% 257

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phocas Financial Corp's KMB Position: Q3 2019 in Review

Phocas Financial Corp sold out of Kimberly-Clark (KMB) in Q3 2019, closing a stake of 250 shares — an estimated $33K sold.

Phocas Financial Corp first reported a position in KMB in Q4 2018 and held it in 2 quarters. The position peaked at $33K in Q2 2019. 1,491 funds tracked by Wall St. Rank hold KMB as of Q3 2019.

  • Phocas Financial Corp reported no remaining Kimberly-Clark position as of Q3 2019 after selling out during the quarter.
  • Phocas Financial Corp sold 250 Kimberly-Clark shares in Q3 2019, an estimated $33K.
  • Phocas Financial Corp first reported a position in Kimberly-Clark in Q4 2018 and held it in 2 quarters.
  • Phocas Financial Corp's Kimberly-Clark position peaked at $33K in Q2 2019.
  • 1,491 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2019.

Based on Phocas Financial Corp's 13F filing for Q3 2019, filed 15 Nov 2019.