Aris Wealth Services’s Colgate-Palmolive CL Stock Holding History

Aris Wealth Services’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
2015 Q3	$139K	Sell	2,197 -3,109	-59%	-$203K	0.29%	49
2015 Q2	$347K	Buy	5,306 +774	+17%	+$52.5K	0.32%	81
2015 Q1	$314K	Sell	4,532 -592	-12%	-$40.9K	0.29%	82
2014 Q4	$355K	Buy	5,124 +1,837	+56%	+$124K	0.4%	83
2014 Q3	$214K	Sell	3,287 -191	-5%	-$12.6K	0.27%	94
2014 Q2	$237K	Sell	3,478 -524	-13%	-$35.1K	0.31%	90
2014 Q1	$260K	Sell	4,002 -2,305	-37%	-$145K	0.38%	80
2013 Q4	$411K	Sell	6,307 -3,930	-38%	-$252K	0.69%	53
2013 Q3	$607K	Buy	10,237 +532	+5%	+$31.5K	1.11%	22
2013 Q2	$556K	Buy	+9,705	New	+$576K	1.19%	14

Other funds holding CL

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aris Wealth Services's CL Position: Q3 2015 in Review

Aris Wealth Services reduced its Colgate-Palmolive (CL) stake by 59% in Q3 2015, selling an estimated $203K and leaving 2,197 shares worth $139K. The position accounts for 0.29% of the portfolio, ranked #49.

Aris Wealth Services first reported a position in CL in Q2 2013 and has held it in 10 quarters since. The position peaked at $607K in Q3 2013. 1,218 funds tracked by Wall St. Rank hold CL as of Q3 2015.

Aris Wealth Services held 2,197 shares of Colgate-Palmolive worth $139K as of Q3 2015.
Aris Wealth Services sold 3,109 Colgate-Palmolive shares in Q3 2015, an estimated $203K.
Colgate-Palmolive made up 0.29% of Aris Wealth Services's portfolio in Q3 2015, its #49 holding.
Aris Wealth Services first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Colgate-Palmolive position peaked at $607K in Q3 2013.
1,218 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.