Pinnacle Summer Investments’s Kimberly-Clark KMB Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$23K	Sell	186 -8,229	-98%	-$988K	﹤0.01%	448
2015 Q3	$918K	Buy	8,415 +8,325	+9,250%	+$918K	0.16%	128
2015 Q2	$10K	Sell	90 -8,400	-99%	-$915K	﹤0.01%	540
2015 Q1	$910K	Sell	8,490 -50	-0.6%	-$5.52K	0.13%	144
2014 Q4	$986K	Sell	8,540 -421	-5%	-$46.7K	0.12%	137
2014 Q3	$925K	Hold	8,961	–	–	0.1%	145
2014 Q2	$956K	Hold	8,961	–	–	0.11%	131
2014 Q1	$964K	Sell	8,961 -110	-1%	-$11.4K	0.12%	120
2013 Q4	$908K	Buy	9,071 +94	+1%	+$9.38K	0.12%	112
2013 Q3	$811K	Buy	8,977 +28	+0.3%	+$2.59K	0.14%	116
2013 Q2	$833K	Buy	+8,949	New	+$863K	0.21%	84

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Pinnacle Summer Investments's KMB Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its Kimberly-Clark (KMB) stake by 98% in Q4 2015, selling an estimated $988K and leaving 186 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Pinnacle Summer Investments first reported a position in KMB in Q2 2013 and has held it in 11 quarters since. The position peaked at $986K in Q4 2014. 1,270 funds tracked by Wall St. Rank hold KMB as of Q4 2015.

Pinnacle Summer Investments held 186 shares of Kimberly-Clark worth $23K as of Q4 2015.
Pinnacle Summer Investments sold 8,229 Kimberly-Clark shares in Q4 2015, an estimated $988K.
Kimberly-Clark made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #448 holding.
Pinnacle Summer Investments first reported a position in Kimberly-Clark in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's Kimberly-Clark position peaked at $986K in Q4 2014.
1,270 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.