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WFG Advisors’s Kimberly-Clark KMB Stock Holding History

WFG Advisors’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
Q2 		$407K Sell
3,152
-227
-7% -$29.5K 0.09% 229
2017
Q1 		$445K Buy
3,379
+239
+8% +$30.1K 0.12% 188
2016
Q4 		$358K Sell
3,140
-5,792
-65% -$672K 0.09% 251
2016
Q3 		$1.13M Sell
8,932
-73
-0.8% -$9.44K 0.28% 91
2016
Q2 		$1.24M Buy
9,005
+89
+1% +$11.6K 0.33% 78
2016
Q1 		$1.2M Sell
8,916
-292
-3% -$38K 0.35% 72
2015
Q4 		$1.17M Sell
9,208
-453
-5% -$54.4K 0.35% 67
2015
Q3 		$1.05M Sell
9,661
-1,974
-17% -$218K 0.33% 70
2015
Q2 		$1.23M Buy
11,635
+365
+3% +$39.8K 0.34% 63
2015
Q1 		$1.21M Sell
11,270
-5,308
-32% -$586K 0.34% 60
2014
Q4 		$1.92M Sell
16,578
-2,127
-11% -$236K 0.39% 48
2014
Q3 		$1.93M Sell
18,705
-5,808
-24% -$605K 0.37% 46
2014
Q2 		$2.61M Buy
24,513
+4,166
+20% +$443K 0.49% 31
2014
Q1 		$2.15M Sell
20,347
-2,571
-11% -$266K 0.43% 33
2013
Q4 		$2.29M Buy
22,918
+245
+1% +$24.4K 0.33% 58
2013
Q3 		$2.05M Sell
22,673
-291
-1% -$27K 0.32% 66
2013
Q2 		$2.14M Buy
+22,964
New +$2.22M 0.36% 62

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's KMB Position: Q2 2017 in Review

WFG Advisors reduced its Kimberly-Clark (KMB) stake by 6.7% in Q2 2017, selling an estimated $29.5K and leaving 3,152 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #229.

WFG Advisors first reported a position in KMB in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.61M in Q2 2014. 1,324 funds tracked by Wall St. Rank hold KMB as of Q2 2017.

  • WFG Advisors held 3,152 shares of Kimberly-Clark worth $407K as of Q2 2017.
  • WFG Advisors sold 227 Kimberly-Clark shares in Q2 2017, an estimated $29.5K.
  • Kimberly-Clark made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #229 holding.
  • WFG Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Kimberly-Clark position peaked at $2.61M in Q2 2014.
  • 1,324 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.