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Willingdon Wealth Management’s Kimberly-Clark KMB Stock Holding History

Willingdon Wealth 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
Q4 		– Sell
-20
Closed -$3K – 467
2019
Q3 		$3K Buy
+20
New +$2.75K ﹤0.01% 314
2018
Q4 		– Sell
-23
Closed -$3K – 374
2018
Q3 		$3K Buy
+23
New +$2.58K ﹤0.01% 351
2018
Q1 		– Sell
-7,317
Closed -$883K – 363
2017
Q4 		$883K Buy
7,317
+723
+11% +$84.3K 0.29% 90
2017
Q3 		$776K Sell
6,594
-4,667
-41% -$570K 0.28% 87
2017
Q2 		$1.45M Buy
11,261
+66
+0.6% +$8.59K 0.58% 80
2017
Q1 		$1.47M Buy
11,195
+1,126
+11% +$142K 0.6% 70
2016
Q4 		$1.15M Sell
10,069
-730
-7% -$84.7K 0.54% 72
2016
Q3 		$1.36M Sell
10,799
-2,664
-20% -$345K 0.69% 68
2016
Q2 		$1.85M Sell
13,463
-727
-5% -$95.1K 0.95% 45
2016
Q1 		$1.91M Buy
+14,190
New +$1.85M 1.17% 32
2014
Q4 		– Sell
-11,583
Closed -$1.2M – 87
2014
Q3 		$1.2M Buy
11,583
+868
+8% +$90.4K 0.79% 51
2014
Q2 		$1.14M Buy
10,715
+352
+3% +$37.4K 0.79% 52
2014
Q1 		$1.09M Buy
10,363
+251
+2% +$26K 0.77% 52
2013
Q4 		$1.01M Buy
+10,112
New +$1.01M 0.79% 48

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

Willingdon Wealth Management's KMB Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2019, closing a stake of 20 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in KMB in Q4 2013 and held it in 14 quarters. The position peaked at $1.91M in Q1 2016. 1,537 funds tracked by Wall St. Rank hold KMB as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Kimberly-Clark position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 20 Kimberly-Clark shares in Q4 2019, an estimated $3K.
  • Willingdon Wealth Management first reported a position in Kimberly-Clark in Q4 2013 and held it in 14 quarters.
  • Willingdon Wealth Management's Kimberly-Clark position peaked at $1.91M in Q1 2016.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.