WIL
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Winifred I. Li’s Kimberly-Clark KMB Stock Holding History

Winifred I. Li’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
2014
Q4 		$370K Sell
3,200
-138
-4% -$15.3K 0.35% 79
2014
Q3 		$344K Hold
3,338
– – 0.33% 84
2014
Q2 		$356K Sell
3,338
-11
-0.3% -$1.17K 0.3% 95
2014
Q1 		$355K Sell
3,349
-2,086
-38% -$216K 0.31% 100
2013
Q4 		$544K Hold
5,435
– – 0.47% 76
2013
Q3 		$492K Sell
5,435
-663
-11% -$61.4K 0.46% 79
2013
Q2 		$569K Buy
+6,098
New +$588K 0.53% 64

Other funds holding KMB

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Winifred I. Li's KMB Position: Q4 2014 in Review

Winifred I. Li reduced its Kimberly-Clark (KMB) stake by 4.1% in Q4 2014, selling an estimated $15.3K and leaving 3,200 shares worth $370K. The position accounts for 0.35% of the portfolio, ranked #79.

Winifred I. Li first reported a position in KMB in Q2 2013 and has held it in 7 quarters since. The position peaked at $569K in Q2 2013. 1,200 funds tracked by Wall St. Rank hold KMB as of Q4 2014.

  • Winifred I. Li held 3,200 shares of Kimberly-Clark worth $370K as of Q4 2014.
  • Winifred I. Li sold 138 Kimberly-Clark shares in Q4 2014, an estimated $15.3K.
  • Kimberly-Clark made up 0.35% of Winifred I. Li's portfolio in Q4 2014, its #79 holding.
  • Winifred I. Li first reported a position in Kimberly-Clark in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Kimberly-Clark position peaked at $569K in Q2 2013.
  • 1,200 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.