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Willow Street Advisors’s Kimberly-Clark KMB Stock Holding History

Willow Street 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
2013
Q4 		$633K Hold
6,321
– – 0.35% 79
2013
Q3 		$571K Buy
6,321
+3,453
+120% +$320K 0.35% 78
2013
Q2 		$565K Buy
+2,868
New +$277K 0.36% 78

Other funds holding KMB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Willow Street Advisors's KMB Position: Q4 2013 in Review

Willow Street Advisors held its Kimberly-Clark (KMB) position steady in Q4 2013 at 6,321 shares worth $633K. The position accounts for 0.35% of the portfolio, ranked #79.

Willow Street Advisors first reported a position in KMB in Q2 2013 and has held it in 3 quarters since. 1,120 funds tracked by Wall St. Rank hold KMB as of Q4 2013.

  • Willow Street Advisors held 6,321 shares of Kimberly-Clark worth $633K as of Q4 2013.
  • Willow Street Advisors left its Kimberly-Clark share count unchanged in Q4 2013.
  • Kimberly-Clark made up 0.35% of Willow Street Advisors's portfolio in Q4 2013, its #79 holding.
  • Willow Street Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 3 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.