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Waddell & Reed Financial’s Kimberly-Clark KMB Stock Holding History

Waddell & Reed Financial’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
2018
Q2 		– Sell
-3,600
Closed -$396K – 560
2018
Q1 		$396K Buy
3,600
+500
+16% +$56.9K ﹤0.01% 526
2017
Q4 		$374K Buy
3,100
+224
+8% +$26.1K ﹤0.01% 523
2017
Q3 		$338K Hold
2,876
– – ﹤0.01% 517
2017
Q2 		$371K Buy
+2,876
New +$374K ﹤0.01% 528
2015
Q1 		– Sell
-26,026
Closed -$3.01M – 576
2014
Q4 		$3.01M Sell
26,026
-508
-2% -$56.4K ﹤0.01% 518
2014
Q3 		$2.74M Sell
26,534
-55,957
-68% -$5.83M ﹤0.01% 518
2014
Q2 		$8.8M Hold
82,491
– – 0.01% 440
2014
Q1 		$8.72M Buy
82,491
+51,017
+162% +$5.28M 0.01% 452
2013
Q4 		$3.15M Buy
+31,474
New +$3.14M 0.01% 527

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waddell & Reed Financial's KMB Position: Q2 2018 in Review

Waddell & Reed Financial sold out of Kimberly-Clark (KMB) in Q2 2018, closing a stake of 3,600 shares — an estimated $396K sold.

Waddell & Reed Financial first reported a position in KMB in Q4 2013 and held it in 9 quarters. The position peaked at $8.8M in Q2 2014. 1,349 funds tracked by Wall St. Rank hold KMB as of Q2 2018.

  • Waddell & Reed Financial reported no remaining Kimberly-Clark position as of Q2 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 3,600 Kimberly-Clark shares in Q2 2018, an estimated $396K.
  • Waddell & Reed Financial first reported a position in Kimberly-Clark in Q4 2013 and held it in 9 quarters.
  • Waddell & Reed Financial's Kimberly-Clark position peaked at $8.8M in Q2 2014.
  • 1,349 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2018.

Based on Waddell & Reed Financial's 13F filing for Q2 2018, filed 14 Aug 2018.