Winfield Associates’s Kimberly-Clark KMB Stock Holding History

Winfield Associates’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
2018 Q1	–	Sell	-250	Closed	-$31K	–	396
2017 Q4	$31K	Sell	250 -1,500	-86%	-$175K	0.02%	237
2017 Q3	$206K	Hold	1,750	–	–	0.11%	120
2017 Q2	$226K	Hold	1,750	–	–	0.12%	112
2017 Q1	$230K	Hold	1,750	–	–	0.13%	116
2016 Q4	$200K	Hold	1,750	–	–	0.12%	115
2016 Q3	$221K	Hold	1,750	–	–	0.14%	109
2016 Q2	$241K	Sell	1,750 -50	-3%	-$6.54K	0.16%	99
2016 Q1	$242K	Buy	1,800 +50	+3%	+$6.5K	0.16%	95
2015 Q4	$223K	Sell	1,750 -250	-13%	-$30K	0.15%	100
2015 Q3	$218K	Hold	2,000	–	–	0.16%	96
2015 Q2	$212K	Hold	2,000	–	–	0.15%	105
2015 Q1	$214K	Sell	2,000 -6,950	-78%	-$768K	0.15%	109
2014 Q4	$1.03M	Sell	8,950 -385	-4%	-$42.7K	0.76%	40
2014 Q3	$963K	Buy	9,335 +11	+0.1%	+$1.15K	0.72%	44
2014 Q2	$994K	Buy	9,324 +867	+10%	+$92.1K	0.72%	50
2014 Q1	$894K	Buy	8,457 +11	+0.1%	+$1.14K	0.74%	47
2013 Q4	$846K	Buy	+8,446	New	+$843K	0.7%	47

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winfield Associates's KMB Position: Q1 2018 in Review

Winfield Associates sold out of Kimberly-Clark (KMB) in Q1 2018, closing a stake of 250 shares — an estimated $31K sold.

Winfield Associates first reported a position in KMB in Q4 2013 and held it in 17 quarters. The position peaked at $1.03M in Q4 2014. 1,379 funds tracked by Wall St. Rank hold KMB as of Q1 2018.

Winfield Associates reported no remaining Kimberly-Clark position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 250 Kimberly-Clark shares in Q1 2018, an estimated $31K.
Winfield Associates first reported a position in Kimberly-Clark in Q4 2013 and held it in 17 quarters.
Winfield Associates's Kimberly-Clark position peaked at $1.03M in Q4 2014.
1,379 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.