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Wealthfront’s Kimberly-Clark KMB Stock Holding History

Wealthfront’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
Q3 		$560K Buy
4,926
+2,574
+109% +$289K 0.01% 360
2018
Q2 		$248K Sell
2,352
-713
-23% -$74.1K ﹤0.01% 460
2018
Q1 		$338K Sell
3,065
-1,159
-27% -$132K ﹤0.01% 423
2017
Q4 		$510K Sell
4,224
-1,159
-22% -$135K 0.01% 357
2017
Q3 		$633K Sell
5,383
-1,442
-21% -$176K 0.01% 282
2017
Q2 		$881K Buy
6,825
+484
+8% +$63K 0.01% 171
2017
Q1 		$835K Buy
6,341
+1,163
+22% +$147K 0.01% 146
2016
Q4 		$591K Buy
5,178
+91
+2% +$10.6K 0.01% 168
2016
Q3 		$642K Sell
5,087
-784
-13% -$101K 0.02% 155
2016
Q2 		$807K Sell
5,871
-261
-4% -$34.2K 0.02% 114
2016
Q1 		$825K Buy
6,132
+1,669
+37% +$217K 0.03% 98
2015
Q4 		$568K Buy
4,463
+505
+13% +$60.6K 0.02% 128
2015
Q3 		$432K Buy
3,958
+792
+25% +$87.3K 0.02% 152
2015
Q2 		$336K Buy
3,166
+196
+7% +$21.3K 0.01% 170
2015
Q1 		$318K Buy
2,970
+914
+44% +$101K 0.02% 149
2014
Q4 		$238K Buy
2,056
+390
+23% +$43.3K 0.01% 172
2014
Q3 		$172K Sell
1,666
-257
-13% -$26.8K 0.01% 176
2014
Q2 		$206K Buy
1,923
+488
+34% +$51.9K 0.02% 103
2014
Q1 		$151K Buy
+1,435
New +$149K 0.02% 78

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's KMB Position: Q3 2018 in Review

Wealthfront increased its Kimberly-Clark (KMB) stake by 109% in Q3 2018, buying an estimated $289K and bringing the position to 4,926 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #360.

Wealthfront first reported a position in KMB in Q1 2014 and has held it in 19 quarters since. The position peaked at $881K in Q2 2017. 1,363 funds tracked by Wall St. Rank hold KMB as of Q3 2018.

  • Wealthfront held 4,926 shares of Kimberly-Clark worth $560K as of Q3 2018.
  • Wealthfront bought 2,574 Kimberly-Clark shares in Q3 2018, an estimated $289K.
  • Kimberly-Clark made up 0.01% of Wealthfront's portfolio in Q3 2018, its #360 holding.
  • Wealthfront first reported a position in Kimberly-Clark in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Kimberly-Clark position peaked at $881K in Q2 2017.
  • 1,363 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.