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Welch Investments’s Kimberly-Clark KMB Stock Holding History

Welch Investments’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
2017
Q4 		$4.68M Buy
38,814
+2,616
+7% +$305K 2.97% 26
2017
Q3 		$4.26M Buy
36,198
+2,578
+8% +$315K 2.94% 27
2017
Q2 		$4.34M Buy
33,620
+1,862
+6% +$242K 3.23% 14
2017
Q1 		$4.18M Buy
31,758
+2,617
+9% +$330K 3.31% 9
2016
Q4 		$3.33M Buy
+29,141
New +$3.38M 2.91% 27

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Welch Investments's KMB Position: Q4 2017 in Review

Welch Investments increased its Kimberly-Clark (KMB) stake by 7.2% in Q4 2017, buying an estimated $305K and bringing the position to 38,814 shares worth $4.68M. The position accounts for 2.97% of the portfolio, ranked #26.

Welch Investments first reported a position in KMB in Q4 2016 and has held it in 5 quarters since. 1,392 funds tracked by Wall St. Rank hold KMB as of Q4 2017.

  • Welch Investments held 38,814 shares of Kimberly-Clark worth $4.68M as of Q4 2017.
  • Welch Investments bought 2,616 Kimberly-Clark shares in Q4 2017, an estimated $305K.
  • Kimberly-Clark made up 2.97% of Welch Investments's portfolio in Q4 2017, its #26 holding.
  • Welch Investments first reported a position in Kimberly-Clark in Q4 2016 and has held it in 5 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.