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Retirement Design & Management’s Kimberly-Clark KMB Stock Holding History

Retirement Design & 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
2016
Q3 		– Sell
-8,514
Closed -$1.17M – 33
2016
Q2 		$1.17M Buy
8,514
+267
+3% +$34.9K 0.73% 31
2016
Q1 		$1.11M Sell
8,247
-477
-5% -$62K 0.79% 32
2015
Q4 		$1.11M Sell
8,724
-611
-7% -$73.3K 0.62% 37
2015
Q3 		$1.02M Buy
9,335
+73
+0.8% +$8.05K 1.05% 31
2015
Q2 		$981K Sell
9,262
-25
-0.3% -$2.72K 0.84% 36
2015
Q1 		$992K Sell
9,287
-33
-0.4% -$3.65K 0.86% 34
2014
Q4 		$1.08M Buy
+9,320
New +$1.03M 0.82% 34

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Design & Management's KMB Position: Q3 2016 in Review

Retirement Design & Management sold out of Kimberly-Clark (KMB) in Q3 2016, closing a stake of 8,514 shares — an estimated $1.17M sold.

Retirement Design & Management first reported a position in KMB in Q4 2014 and held it in 7 quarters. The position peaked at $1.17M in Q2 2016. 1,268 funds tracked by Wall St. Rank hold KMB as of Q3 2016.

  • Retirement Design & Management reported no remaining Kimberly-Clark position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 8,514 Kimberly-Clark shares in Q3 2016, an estimated $1.17M.
  • Retirement Design & Management first reported a position in Kimberly-Clark in Q4 2014 and held it in 7 quarters.
  • Retirement Design & Management's Kimberly-Clark position peaked at $1.17M in Q2 2016.
  • 1,268 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.