AWM
CL icon

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

Avondale 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
2018
Q1 		– Sell
-140
Closed -$11K – 101
2017
Q4 		$11K Buy
+140
New +$10.2K 0.01% 91

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avondale Wealth Management's CL Position: Q1 2018 in Review

Avondale Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2018, closing a stake of 140 shares — an estimated $11K sold.

Avondale Wealth Management first reported a position in CL in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 1,439 funds tracked by Wall St. Rank hold CL as of Q1 2018.

  • Avondale Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2018 after selling out during the quarter.
  • Avondale Wealth Management sold 140 Colgate-Palmolive shares in Q1 2018, an estimated $11K.
  • Avondale Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and held it in 1 quarter.
  • Avondale Wealth Management's Colgate-Palmolive position peaked at $11K in Q4 2017.
  • 1,439 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2018.

Based on Avondale Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.