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Stifel Trust’s Kimberly-Clark KMB Stock Holding History

Stifel Trust’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
2014
Q3 		$116K Hold
1,121
– – 0.02% 219
2014
Q2 		$120K Sell
1,121
-26
-2% -$2.76K 0.02% 213
2014
Q1 		$122K Hold
1,147
– – 0.02% 205
2013
Q4 		$115K Hold
1,147
– – 0.02% 203
2013
Q3 		$104K Sell
1,147
-79
-6% -$7.32K 0.02% 209
2013
Q2 		$115K Buy
+1,226
New +$118K 0.02% 205

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 $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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Stifel Trust's KMB Position: Q3 2014 in Review

Stifel Trust held its Kimberly-Clark (KMB) position steady in Q3 2014 at 1,121 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #219.

Stifel Trust first reported a position in KMB in Q2 2013 and has held it in 6 quarters since. The position peaked at $122K in Q1 2014. 1,135 funds tracked by Wall St. Rank hold KMB as of Q3 2014.

  • Stifel Trust held 1,121 shares of Kimberly-Clark worth $116K as of Q3 2014.
  • Stifel Trust left its Kimberly-Clark share count unchanged in Q3 2014.
  • Kimberly-Clark made up 0.02% of Stifel Trust's portfolio in Q3 2014, its #219 holding.
  • Stifel Trust first reported a position in Kimberly-Clark in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Kimberly-Clark position peaked at $122K in Q1 2014.
  • 1,135 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.