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BWFA
Baltimore-Washington Financial Advisors’s
Colgate-Palmolive
CL
Stock Holding History
Baltimore-Washington Financial 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
-75,504
Closed
-$5.41M
–
90
2018
Q1
$5.41M
Sell
75,504
-39
-0.1%
-$2.81K
1.18%
43
2017
Q4
$5.7M
Buy
75,543
+298
+0.4%
+$21.8K
1.2%
46
2017
Q3
$5.48M
Buy
75,245
+4,675
+7%
+$337K
1.25%
44
2017
Q2
$5.23M
Buy
70,570
+79
+0.1%
+$5.87K
1.26%
44
2017
Q1
$5.16M
Sell
70,491
-1,455
-2%
-$102K
1.31%
40
2016
Q4
$4.71M
Sell
71,946
-1,586
-2%
-$109K
1.29%
41
2016
Q3
$5.45M
Sell
73,532
-569
-0.8%
-$42.1K
1.55%
30
2016
Q2
$5.42M
Buy
74,101
+5,886
+9%
+$419K
1.61%
29
2016
Q1
$4.82M
Buy
68,215
+8,659
+15%
+$576K
1.46%
32
2015
Q4
$3.97M
Buy
59,556
+4,734
+9%
+$315K
1.24%
37
2015
Q3
$3.48M
Buy
54,822
+2,987
+6%
+$195K
1.1%
43
2015
Q2
$3.39M
Sell
51,835
-550
-1%
-$37.3K
1.01%
44
2015
Q1
$3.63M
Buy
52,385
+121
+0.2%
+$8.36K
1.06%
42
2014
Q4
$3.62M
Buy
52,264
+1,160
+2%
+$78.3K
1.08%
41
2014
Q3
$3.33M
Sell
51,104
-610
-1%
-$40.2K
1.07%
41
2014
Q2
$3.53M
Sell
51,714
-3,690
-7%
-$247K
1.1%
40
2014
Q1
$3.59M
Buy
55,404
+1,045
+2%
+$65.9K
1.23%
37
2013
Q4
$3.54M
Sell
54,359
-475
-0.9%
-$30.4K
1.2%
33
2013
Q3
$3.25M
Buy
54,834
+215
+0.4%
+$12.7K
1.29%
37
2013
Q2
$3.13M
Buy
+54,619
New
+$3.24M
1.36%
33
Other funds holding CL
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$564B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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