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Staton Financial Advisors’s Kimberly-Clark KMB Stock Holding History

Staton Financial Advisors’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
Q2 		– Sell
-2,155
Closed -$231K – 39
2015
Q1 		$231K Buy
+2,155
New +$238K 0.21% 38

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 $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Staton Financial Advisors's KMB Position: Q2 2015 in Review

Staton Financial Advisors sold out of Kimberly-Clark (KMB) in Q2 2015, closing a stake of 2,155 shares — an estimated $231K sold.

Staton Financial Advisors first reported a position in KMB in Q1 2015 and held it in 1 quarter. The position peaked at $231K in Q1 2015. 1,197 funds tracked by Wall St. Rank hold KMB as of Q2 2015.

  • Staton Financial Advisors reported no remaining Kimberly-Clark position as of Q2 2015 after selling out during the quarter.
  • Staton Financial Advisors sold 2,155 Kimberly-Clark shares in Q2 2015, an estimated $231K.
  • Staton Financial Advisors first reported a position in Kimberly-Clark in Q1 2015 and held it in 1 quarter.
  • Staton Financial Advisors's Kimberly-Clark position peaked at $231K in Q1 2015.
  • 1,197 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2015.

Based on Staton Financial Advisors's 13F filing for Q2 2015, filed 18 Jul 2017.