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

Braver 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
2016
Q4 		$314K Hold
4,800
– – 0.05% 131
2016
Q3 		$356K Buy
+4,800
New +$355K 0.06% 119

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Braver Wealth Management's CL Position: Q4 2016 in Review

Braver Wealth Management held its Colgate-Palmolive (CL) position steady in Q4 2016 at 4,800 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #131.

Braver Wealth Management first reported a position in CL in Q3 2016 and has held it in 2 quarters since. The position peaked at $356K in Q3 2016. 1,356 funds tracked by Wall St. Rank hold CL as of Q4 2016.

  • Braver Wealth Management held 4,800 shares of Colgate-Palmolive worth $314K as of Q4 2016.
  • Braver Wealth Management left its Colgate-Palmolive share count unchanged in Q4 2016.
  • Colgate-Palmolive made up 0.05% of Braver Wealth Management's portfolio in Q4 2016, its #131 holding.
  • Braver Wealth Management first reported a position in Colgate-Palmolive in Q3 2016 and has held it in 2 quarters since.
  • Braver Wealth Management's Colgate-Palmolive position peaked at $356K in Q3 2016.
  • 1,356 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.