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WealthSource Partners’s Kimberly-Clark KMB Stock Holding History

WealthSource Partners’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
2019
Q4 		– Sell
-1,417
Closed -$201K – 438
2019
Q3 		$201K Buy
+1,417
New +$195K 0.03% 410
2016
Q4 		– Sell
-2,400
Closed -$303K – 271
2016
Q3 		$303K Buy
2,400
+645
+37% +$83.4K 0.11% 184
2016
Q2 		$241K Buy
+1,755
New +$230K 0.09% 207

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthSource Partners's KMB Position: Q4 2019 in Review

WealthSource Partners sold out of Kimberly-Clark (KMB) in Q4 2019, closing a stake of 1,417 shares — an estimated $201K sold.

WealthSource Partners first reported a position in KMB in Q2 2016 and held it in 3 quarters. The position peaked at $303K in Q3 2016. 1,537 funds tracked by Wall St. Rank hold KMB as of Q4 2019.

  • WealthSource Partners reported no remaining Kimberly-Clark position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 1,417 Kimberly-Clark shares in Q4 2019, an estimated $201K.
  • WealthSource Partners first reported a position in Kimberly-Clark in Q2 2016 and held it in 3 quarters.
  • WealthSource Partners's Kimberly-Clark position peaked at $303K in Q3 2016.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.