SGCA
KMB icon

Steel Grove Capital Advisors’s Kimberly-Clark KMB Stock Holding History

Steel Grove Capital 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
2017
Q1 		– Sell
-1,955
Closed -$225K – 286
2016
Q4 		$225K Sell
1,955
-254
-11% -$29.5K 0.05% 230
2016
Q3 		$281K Hold
2,209
– – 0.06% 151
2016
Q2 		$306K Hold
2,209
– – 0.08% 136
2016
Q1 		$299K Hold
2,209
– – 0.08% 131
2015
Q4 		$283K Buy
+2,209
New +$265K 0.07% 154

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Steel Grove Capital Advisors's KMB Position: Q1 2017 in Review

Steel Grove Capital Advisors sold out of Kimberly-Clark (KMB) in Q1 2017, closing a stake of 1,955 shares — an estimated $225K sold.

Steel Grove Capital Advisors first reported a position in KMB in Q4 2015 and held it in 5 quarters. The position peaked at $306K in Q2 2016. 1,329 funds tracked by Wall St. Rank hold KMB as of Q1 2017.

  • Steel Grove Capital Advisors reported no remaining Kimberly-Clark position as of Q1 2017 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 1,955 Kimberly-Clark shares in Q1 2017, an estimated $225K.
  • Steel Grove Capital Advisors first reported a position in Kimberly-Clark in Q4 2015 and held it in 5 quarters.
  • Steel Grove Capital Advisors's Kimberly-Clark position peaked at $306K in Q2 2016.
  • 1,329 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2017.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2017, filed 17 May 2017.