Rockefeller Financial Services’s Kimberly-Clark KMB Stock Holding History

Rockefeller Financial 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
2017 Q4	–	Sell	-3,500	Closed	-$412K	–	529
2017 Q3	$412K	Hold	3,500	–	–	0.01%	275
2017 Q2	$452K	Hold	3,500	–	–	0.01%	237
2017 Q1	$461K	Hold	3,500	–	–	0.01%	248
2016 Q4	$399K	Hold	3,500	–	–	0.01%	268
2016 Q3	$441K	Hold	3,500	–	–	0.01%	253
2016 Q2	$481K	Sell	3,500 -250	-7%	-$32.7K	0.01%	252
2016 Q1	$504K	Hold	3,750	–	–	0.01%	245
2015 Q4	$477K	Hold	3,750	–	–	0.01%	258
2015 Q3	$409K	Buy	3,750 +3,500	+1,400%	+$386K	0.01%	267
2015 Q2	$26K	Hold	250	–	–	﹤0.01%	410
2015 Q1	$27K	Hold	250	–	–	﹤0.01%	440
2014 Q4	$29K	Sell	250 -11	-4%	-$1.22K	﹤0.01%	409
2014 Q3	$27K	Hold	261	–	–	﹤0.01%	426
2014 Q2	$28K	Hold	261	–	–	﹤0.01%	447
2014 Q1	$28K	Sell	261 -40	-13%	-$4.14K	﹤0.01%	449
2013 Q4	$30K	Buy	301 +40	+15%	+$3.99K	﹤0.01%	432
2013 Q3	$24K	Sell	261 -208	-44%	-$19.3K	﹤0.01%	442
2013 Q2	$44K	Buy	+469	New	+$45.2K	﹤0.01%	421

Other funds holding KMB

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Rockefeller Financial Services's KMB Position: Q4 2017 in Review

Rockefeller Financial Services sold out of Kimberly-Clark (KMB) in Q4 2017, closing a stake of 3,500 shares — an estimated $412K sold.

Rockefeller Financial Services first reported a position in KMB in Q2 2013 and held it in 18 quarters. The position peaked at $504K in Q1 2016. 1,392 funds tracked by Wall St. Rank hold KMB as of Q4 2017.

Rockefeller Financial Services reported no remaining Kimberly-Clark position as of Q4 2017 after selling out during the quarter.
Rockefeller Financial Services sold 3,500 Kimberly-Clark shares in Q4 2017, an estimated $412K.
Rockefeller Financial Services first reported a position in Kimberly-Clark in Q2 2013 and held it in 18 quarters.
Rockefeller Financial Services's Kimberly-Clark position peaked at $504K in Q1 2016.
1,392 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.