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Bridgewater Wealth & Financial Management’s Colgate-Palmolive CL Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-9,224
Closed -$684K – 46
2017
Q2 		$684K Buy
9,224
+149
+2% +$11.1K 0.23% 53
2017
Q1 		$664K Sell
9,075
-741
-8% -$51.9K 0.24% 52
2016
Q4 		$642K Buy
9,816
+9
+0.1% +$617 0.24% 54
2016
Q3 		$727K Buy
9,807
+51
+0.5% +$3.77K 0.27% 52
2016
Q2 		$714K Sell
9,756
-153
-2% -$10.9K 0.26% 55
2016
Q1 		$700K Buy
9,909
+1,729
+21% +$115K 0.25% 54
2015
Q4 		$545K Sell
8,180
-32
-0.4% -$2.13K 0.21% 52
2015
Q3 		$521K Buy
8,212
+32
+0.4% +$2.09K 0.22% 52
2015
Q2 		$535K Sell
8,180
-37
-0.5% -$2.51K 0.23% 50
2015
Q1 		$570K Hold
8,217
– – 0.24% 50
2014
Q4 		$569K Buy
+8,217
New +$555K 0.23% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bridgewater Wealth & Financial Management's CL Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Colgate-Palmolive (CL) in Q3 2017, closing a stake of 9,224 shares — an estimated $684K sold.

Bridgewater Wealth & Financial Management first reported a position in CL in Q4 2014 and held it in 11 quarters. The position peaked at $727K in Q3 2016. 1,357 funds tracked by Wall St. Rank hold CL as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Colgate-Palmolive position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 9,224 Colgate-Palmolive shares in Q3 2017, an estimated $684K.
  • Bridgewater Wealth & Financial Management first reported a position in Colgate-Palmolive in Q4 2014 and held it in 11 quarters.
  • Bridgewater Wealth & Financial Management's Colgate-Palmolive position peaked at $727K in Q3 2016.
  • 1,357 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.