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WealthTrust Fairport’s Kimberly-Clark KMB Stock Holding History

WealthTrust Fairport’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
Q1 		$69K Sell
559
-855
-60% -$99.4K 0.01% 215
2018
Q4 		$161K Sell
1,414
-299
-17% -$33.2K 0.02% 164
2018
Q3 		$195K Sell
1,713
-1,097
-39% -$123K 0.02% 163
2018
Q2 		$296K Sell
2,810
-22,788
-89% -$2.37M 0.03% 155
2018
Q1 		$2.82M Sell
25,598
-3,266
-11% -$372K 0.28% 71
2017
Q4 		$3.48M Sell
28,864
-562
-2% -$65.5K 0.35% 67
2017
Q3 		$3.46M Sell
29,426
-94
-0.3% -$11.5K 0.37% 70
2017
Q2 		$3.81M Sell
29,520
-1,172
-4% -$152K 0.42% 63
2017
Q1 		$4.04M Sell
30,692
-264
-0.9% -$33.3K 0.45% 61
2016
Q4 		$3.53M Sell
30,956
-17,171
-36% -$1.99M 0.42% 64
2016
Q3 		$6.07M Buy
48,127
+1,309
+3% +$169K 0.75% 42
2016
Q2 		$6.44M Buy
46,818
+4,168
+10% +$545K 0.83% 38
2016
Q1 		$5.74M Buy
42,650
+2,436
+6% +$317K 0.77% 42
2015
Q4 		$5.12M Buy
40,214
+184
+0.5% +$22.1K 0.7% 49
2015
Q3 		$4.37M Buy
40,030
+920
+2% +$101K 0.65% 49
2015
Q2 		$4.14M Sell
39,110
-3,023
-7% -$329K 0.57% 54
2015
Q1 		$4.51M Sell
42,133
-585
-1% -$64.6K 0.62% 54
2014
Q4 		$4.94M Buy
42,718
+564
+1% +$62.6K 0.7% 55
2014
Q3 		$4.35M Sell
42,154
-1,171
-3% -$122K 0.65% 59
2014
Q2 		$4.62M Sell
43,325
-914
-2% -$97.1K 0.68% 54
2014
Q1 		$4.68M Sell
44,239
-2,576
-6% -$267K 0.72% 55
2013
Q4 		$4.69M Sell
46,815
-3,329
-7% -$332K 0.73% 54
2013
Q3 		$4.53M Sell
50,144
-1,335
-3% -$124K 0.75% 51
2013
Q2 		$4.79M Buy
+51,479
New +$4.97M 0.84% 46

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthTrust Fairport's KMB Position: Q1 2019 in Review

WealthTrust Fairport reduced its Kimberly-Clark (KMB) stake by 60% in Q1 2019, selling an estimated $99.4K and leaving 559 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #215.

WealthTrust Fairport first reported a position in KMB in Q2 2013 and has held it in 24 quarters since. The position peaked at $6.44M in Q2 2016. 1,462 funds tracked by Wall St. Rank hold KMB as of Q1 2019.

  • WealthTrust Fairport held 559 shares of Kimberly-Clark worth $69K as of Q1 2019.
  • WealthTrust Fairport sold 855 Kimberly-Clark shares in Q1 2019, an estimated $99.4K.
  • Kimberly-Clark made up 0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #215 holding.
  • WealthTrust Fairport first reported a position in Kimberly-Clark in Q2 2013 and has held it in 24 quarters since.
  • WealthTrust Fairport's Kimberly-Clark position peaked at $6.44M in Q2 2016.
  • 1,462 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.