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Weatherstone Capital Management’s Kimberly-Clark KMB Stock Holding History

Weatherstone Capital Management’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 		$215K Sell
1,733
-406
-19% -$47.2K 0.23% 77
2018
Q4 		$243K Buy
+2,139
New +$237K 0.06% 143
2017
Q1 		– Sell
-3,007
Closed -$343K – 92
2016
Q4 		$343K Sell
3,007
-186
-6% -$21.6K 0.22% 47
2016
Q3 		$403K Sell
3,193
-24
-0.7% -$3.1K 0.33% 38
2016
Q2 		$442K Buy
3,217
+32
+1% +$4.19K 0.37% 36
2016
Q1 		$428K Sell
3,185
-72
-2% -$9.37K 0.31% 44
2015
Q4 		$415K Sell
3,257
-21
-0.6% -$2.52K 0.47% 45
2015
Q3 		$357K Sell
3,278
-243
-7% -$26.8K 0.33% 36
2015
Q2 		$373K Buy
3,521
+119
+3% +$13K 0.33% 48
2015
Q1 		$371K Buy
3,402
+506
+17% +$55.9K 0.23% 51
2014
Q4 		$335K Buy
2,896
+508
+21% +$56.4K 0.2% 47
2014
Q3 		$247K Buy
2,388
+8
+0.3% +$833 0.13% 52
2014
Q2 		$254K Hold
2,380
– – 0.07% 61
2014
Q1 		$251K Hold
2,380
– – 0.07% 49
2013
Q4 		$242K Hold
2,380
– – 0.05% 57
2013
Q3 		$216K Hold
2,380
– – 0.06% 52
2013
Q2 		$222K Buy
+2,380
New +$230K 0.09% 45

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

Weatherstone Capital Management's KMB Position: Q1 2019 in Review

Weatherstone Capital Management reduced its Kimberly-Clark (KMB) stake by 19% in Q1 2019, selling an estimated $47.2K and leaving 1,733 shares worth $215K. The position accounts for 0.23% of the portfolio, ranked #77.

Weatherstone Capital Management first reported a position in KMB in Q2 2013 and has held it in 17 quarters since. The position peaked at $442K in Q2 2016. 1,462 funds tracked by Wall St. Rank hold KMB as of Q1 2019.

  • Weatherstone Capital Management held 1,733 shares of Kimberly-Clark worth $215K as of Q1 2019.
  • Weatherstone Capital Management sold 406 Kimberly-Clark shares in Q1 2019, an estimated $47.2K.
  • Kimberly-Clark made up 0.23% of Weatherstone Capital Management's portfolio in Q1 2019, its #77 holding.
  • Weatherstone Capital Management first reported a position in Kimberly-Clark in Q2 2013 and has held it in 17 quarters since.
  • Weatherstone Capital Management's Kimberly-Clark position peaked at $442K in Q2 2016.
  • 1,462 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.