Shepherd Kaplan Krochuk’s Kimberly-Clark KMB Stock Holding History

Shepherd Kaplan Krochuk’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	–	Sell	-2,000	Closed	-$218K	–	400
2015 Q3	$218K	Sell	2,000 -400	-17%	-$44.1K	0.06%	247
2015 Q2	$254K	Buy	2,400 +20	+0.8%	+$2.18K	0.05%	262
2015 Q1	$255K	Hold	2,380	–	–	0.05%	258
2014 Q4	$275K	Sell	2,380 -102	-4%	-$11.3K	0.04%	289
2014 Q3	$256K	Buy	2,482 +396	+19%	+$41.2K	0.03%	385
2014 Q2	$222K	Hold	2,086	–	–	0.02%	422
2014 Q1	$221K	Hold	2,086	–	–	0.03%	433
2013 Q4	$209K	Buy	+2,086	New	+$208K	0.03%	427
2013 Q3	–	Sell	-3,129	Closed	-$291K	–	621
2013 Q2	$291K	Buy	+3,129	New	+$302K	0.06%	293

Other funds holding KMB

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 18.13% 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 $544B AUM 28.31% 1-Year Est. Return

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

Shepherd Kaplan Krochuk's KMB Position: Q4 2015 in Review

Shepherd Kaplan Krochuk sold out of Kimberly-Clark (KMB) in Q4 2015, closing a stake of 2,000 shares — an estimated $218K sold.

Shepherd Kaplan Krochuk first reported a position in KMB in Q2 2013 and held it in 9 quarters. The position peaked at $291K in Q2 2013. 1,269 funds tracked by Wall St. Rank hold KMB as of Q4 2015.

Shepherd Kaplan Krochuk reported no remaining Kimberly-Clark position as of Q4 2015 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 2,000 Kimberly-Clark shares in Q4 2015, an estimated $218K.
Shepherd Kaplan Krochuk first reported a position in Kimberly-Clark in Q2 2013 and held it in 9 quarters.
Shepherd Kaplan Krochuk's Kimberly-Clark position peaked at $291K in Q2 2013.
1,269 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2015, filed 16 Feb 2016.