Altavista Wealth Management’s Colgate-Palmolive CL Stock Holding History

Altavista Wealth Management’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
2017 Q4	–	Sell	-3,828	Closed	-$279K	–	146
2017 Q3	$279K	Buy	+3,828	New	+$276K	0.13%	117
2017 Q1	–	Sell	-3,425	Closed	-$224K	–	128
2016 Q4	$224K	Sell	3,425 -317	-8%	-$21.7K	0.12%	120
2016 Q3	$277K	Buy	3,742 +1	+0%	+$74	0.15%	111
2016 Q2	$274K	Sell	3,741 -59	-2%	-$4.2K	0.15%	109
2016 Q1	$268K	Buy	+3,800	New	+$253K	0.15%	105
2014 Q4	–	Sell	-3,852	Closed	-$251K	–	112
2014 Q3	$251K	Sell	3,852 -200	-5%	-$13.2K	0.16%	97
2014 Q2	$276K	Sell	4,052 -1,200	-23%	-$80.4K	0.17%	98
2014 Q1	$341K	Sell	5,252 -300	-5%	-$18.9K	0.21%	91
2013 Q4	$362K	Sell	5,552 -420	-7%	-$26.9K	0.22%	87
2013 Q3	$354K	Sell	5,972 -1,090	-15%	-$64.6K	0.23%	86
2013 Q2	$405K	Buy	+7,062	New	+$419K	0.27%	76

Other funds holding CL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Altavista Wealth Management's CL Position: Q4 2017 in Review

Altavista Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2017, closing a stake of 3,828 shares — an estimated $279K sold.

Altavista Wealth Management first reported a position in CL in Q2 2013 and held it in 11 quarters. The position peaked at $405K in Q2 2013. 1,474 funds tracked by Wall St. Rank hold CL as of Q4 2017.

Altavista Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2017 after selling out during the quarter.
Altavista Wealth Management sold 3,828 Colgate-Palmolive shares in Q4 2017, an estimated $279K.
Altavista Wealth Management first reported a position in Colgate-Palmolive in Q2 2013 and held it in 11 quarters.
Altavista Wealth Management's Colgate-Palmolive position peaked at $405K in Q2 2013.
1,474 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2017.

Based on Altavista Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.