Private Vista’s Kimberly-Clark KMB Stock Holding History

Private Vista’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	-1,875	Closed	-$250K	–	158
2019 Q2	$250K	Buy	1,875 +180	+11%	+$23.2K	0.06%	134
2019 Q1	$209K	Buy	+1,695	New	+$197K	0.05%	144

Other funds holding KMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Vista's KMB Position: Q3 2019 in Review

Private Vista sold out of Kimberly-Clark (KMB) in Q3 2019, closing a stake of 1,875 shares — an estimated $250K sold.

Private Vista first reported a position in KMB in Q1 2019 and held it in 2 quarters. The position peaked at $250K in Q2 2019. 1,491 funds tracked by Wall St. Rank hold KMB as of Q3 2019.

Private Vista reported no remaining Kimberly-Clark position as of Q3 2019 after selling out during the quarter.
Private Vista sold 1,875 Kimberly-Clark shares in Q3 2019, an estimated $250K.
Private Vista first reported a position in Kimberly-Clark in Q1 2019 and held it in 2 quarters.
Private Vista's Kimberly-Clark position peaked at $250K in Q2 2019.
1,491 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2019.

Based on Private Vista's 13F filing for Q3 2019, filed 22 Oct 2019.