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Ancora Family Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Ancora Family 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
2016
Q3 		$584K Buy
7,882
+401
+5% +$29.6K 0.2% 122
2016
Q2 		$548K Buy
7,481
+1
+0% +$71 0.21% 116
2016
Q1 		$528K Sell
7,480
-20
-0.3% -$1.33K 0.22% 117
2015
Q4 		$500K Sell
7,500
-192
-2% -$12.8K 0.21% 122
2015
Q3 		$488K Buy
+7,692
New +$502K 0.2% 123

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Family Wealth Advisors's CL Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Colgate-Palmolive (CL) stake by 5.4% in Q3 2016, buying an estimated $29.6K and bringing the position to 7,882 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #122.

Ancora Family Wealth Advisors first reported a position in CL in Q3 2015 and has held it in 5 quarters since. 1,300 funds tracked by Wall St. Rank hold CL as of Q3 2016.

  • Ancora Family Wealth Advisors held 7,882 shares of Colgate-Palmolive worth $584K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 401 Colgate-Palmolive shares in Q3 2016, an estimated $29.6K.
  • Colgate-Palmolive made up 0.2% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #122 holding.
  • Ancora Family Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2015 and has held it in 5 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.