Acorn Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Acorn Wealth Advisors’s Portfolio CL Stock Details CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-269	Closed	-$18K	–	566
2018 Q1	$18K	Sell	269 -404	-60%	-$29.1K	0.02%	404
2017 Q4	$51K	Buy	+673	New	+$49.1K	0.05%	253

Other funds holding CL

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Acorn Wealth Advisors's CL Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Colgate-Palmolive (CL) in Q2 2018, closing a stake of 269 shares — an estimated $18K sold.

Acorn Wealth Advisors first reported a position in CL in Q4 2017 and held it in 2 quarters. The position peaked at $51K in Q4 2017. 1,417 funds tracked by Wall St. Rank hold CL as of Q2 2018.

Acorn Wealth Advisors reported no remaining Colgate-Palmolive position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 269 Colgate-Palmolive shares in Q2 2018, an estimated $18K.
Acorn Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Colgate-Palmolive position peaked at $51K in Q4 2017.
1,417 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.