Security National Bank’s Kimberly-Clark KMB Stock Holding History

Security National Bank’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
2018 Q1	–	Sell	-9,814	Closed	-$1.18M	–	64
2017 Q4	$1.18M	Buy	9,814 +255	+3%	+$29.7K	0.77%	43
2017 Q3	$1.13M	Sell	9,559 -5	-0.1%	-$611	0.77%	45
2017 Q2	$1.24M	Buy	9,564 +504	+6%	+$65.6K	0.9%	44
2017 Q1	$1.19M	Buy	+9,060	New	+$1.14M	0.89%	43

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Security National Bank's KMB Position: Q1 2018 in Review

Security National Bank sold out of Kimberly-Clark (KMB) in Q1 2018, closing a stake of 9,814 shares — an estimated $1.18M sold.

Security National Bank first reported a position in KMB in Q1 2017 and held it in 4 quarters. The position peaked at $1.24M in Q2 2017. 1,378 funds tracked by Wall St. Rank hold KMB as of Q1 2018.

Security National Bank reported no remaining Kimberly-Clark position as of Q1 2018 after selling out during the quarter.
Security National Bank sold 9,814 Kimberly-Clark shares in Q1 2018, an estimated $1.18M.
Security National Bank first reported a position in Kimberly-Clark in Q1 2017 and held it in 4 quarters.
Security National Bank's Kimberly-Clark position peaked at $1.24M in Q2 2017.
1,378 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2018.

Based on Security National Bank's 13F filing for Q1 2018, filed 9 May 2018.