Beacon Pointe Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Beacon Pointe 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
2019 Q4	$285K	Sell	4,128 -204	-5%	-$13.9K	0.05%	222
2019 Q3	$320K	Buy	4,332 +389	+10%	+$28.2K	0.07%	207
2019 Q2	$282K	Sell	3,943 -74	-2%	-$5.25K	0.06%	215
2019 Q1	$276K	Buy	4,017 +76	+2%	+$4.91K	0.06%	216
2018 Q4	$235K	Buy	+3,941	New	+$247K	0.08%	197

Other funds holding CL

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

BlackRock New York $5.72T 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors's CL Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 4.7% in Q4 2019, selling an estimated $13.9K and leaving 4,128 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #222.

Beacon Pointe Wealth Advisors first reported a position in CL in Q4 2018 and has held it in 5 quarters since. The position peaked at $320K in Q3 2019. 1,509 funds tracked by Wall St. Rank hold CL as of Q4 2019.

Beacon Pointe Wealth Advisors held 4,128 shares of Colgate-Palmolive worth $285K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 204 Colgate-Palmolive shares in Q4 2019, an estimated $13.9K.
Colgate-Palmolive made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #222 holding.
Beacon Pointe Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Colgate-Palmolive position peaked at $320K in Q3 2019.
1,509 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.