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Beach Investment Management’s Colgate-Palmolive CL Stock Holding History

Beach Investment 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
2015
Q2 		– Sell
-6,820
Closed -$473K – 56
2015
Q1 		$473K Sell
6,820
-6,350
-48% -$439K 0.7% 44
2014
Q4 		$911K Buy
+13,170
New +$889K 1.28% 37

Other funds holding CL

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Beach Investment Management's CL Position: Q2 2015 in Review

Beach Investment Management sold out of Colgate-Palmolive (CL) in Q2 2015, closing a stake of 6,820 shares — an estimated $473K sold.

Beach Investment Management first reported a position in CL in Q4 2014 and held it in 2 quarters. The position peaked at $911K in Q4 2014. 1,234 funds tracked by Wall St. Rank hold CL as of Q2 2015.

  • Beach Investment Management reported no remaining Colgate-Palmolive position as of Q2 2015 after selling out during the quarter.
  • Beach Investment Management sold 6,820 Colgate-Palmolive shares in Q2 2015, an estimated $473K.
  • Beach Investment Management first reported a position in Colgate-Palmolive in Q4 2014 and held it in 2 quarters.
  • Beach Investment Management's Colgate-Palmolive position peaked at $911K in Q4 2014.
  • 1,234 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2015.

Based on Beach Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.