VSR Financial Services’s Kimberly-Clark KMB Stock Holding History

VSR Financial Services’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
2016 Q2	$454K	Buy	3,306 +47	+1%	+$6.15K	0.07%	279
2016 Q1	$438K	Sell	3,259 -173	-5%	-$22.5K	0.05%	351
2015 Q4	$437K	Buy	3,432 +33	+1%	+$3.96K	0.05%	346
2015 Q3	$371K	Buy	3,399 +655	+24%	+$72.2K	0.04%	365
2015 Q2	$291K	Buy	+2,744	New	+$299K	0.03%	453
2015 Q1	–	Sell	-1,930	Closed	-$223K	–	581
2014 Q4	$223K	Sell	1,930 -78	-4%	-$8.65K	0.03%	494
2014 Q3	$207K	Buy	+2,008	New	+$209K	0.02%	536
2014 Q1	–	Sell	-4,848	Closed	-$485K	–	599
2013 Q4	$485K	Sell	4,848 -1,168	-19%	-$117K	0.07%	325
2013 Q3	$543K	Sell	6,016 -100	-2%	-$9.26K	0.09%	256
2013 Q2	$570K	Buy	+6,116	New	+$590K	0.11%	212

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VSR Financial Services's KMB Position: Q2 2016 in Review

VSR Financial Services increased its Kimberly-Clark (KMB) stake by 1.4% in Q2 2016, buying an estimated $6.15K and bringing the position to 3,306 shares worth $454K. The position accounts for 0.07% of the portfolio, ranked #279.

VSR Financial Services first reported a position in KMB in Q2 2013 and has held it in 10 quarters since. The position peaked at $570K in Q2 2013. 1,298 funds tracked by Wall St. Rank hold KMB as of Q2 2016.

VSR Financial Services held 3,306 shares of Kimberly-Clark worth $454K as of Q2 2016.
VSR Financial Services bought 47 Kimberly-Clark shares in Q2 2016, an estimated $6.15K.
Kimberly-Clark made up 0.07% of VSR Financial Services's portfolio in Q2 2016, its #279 holding.
VSR Financial Services first reported a position in Kimberly-Clark in Q2 2013 and has held it in 10 quarters since.
VSR Financial Services's Kimberly-Clark position peaked at $570K in Q2 2013.
1,298 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.