Bruderman Asset Management’s Colgate-Palmolive CL Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-241	Closed	-$17K	–	195
2019 Q1	$17K	Buy	241 +1	+0.4%	+$65	﹤0.01%	385
2018 Q4	$14K	Sell	240 -346	-59%	-$21.6K	﹤0.01%	391
2018 Q3	$39K	Sell	586 -504	-46%	-$33.6K	0.01%	214
2018 Q2	$71K	Buy	1,090 +8	+0.7%	+$523	0.02%	180
2018 Q1	$78K	Buy	+1,082	New	+$77.9K	0.02%	177
2017 Q3	–	Sell	-1,704	Closed	-$126K	–	155
2017 Q2	$126K	Buy	+1,704	New	+$127K	0.03%	134
2017 Q1	–	Sell	-1,560	Closed	-$102K	–	157
2016 Q4	$102K	Buy	1,560 +4	+0.3%	+$274	0.03%	150
2016 Q3	$115K	Buy	1,556 +4	+0.3%	+$296	0.03%	150
2016 Q2	$114K	Sell	1,552 -27	-2%	-$1.92K	0.04%	150
2016 Q1	$112K	Buy	1,579 +326	+26%	+$21.7K	0.04%	142
2015 Q4	$83K	Buy	1,253 +66	+6%	+$4.39K	0.03%	166
2015 Q3	$75K	Buy	1,187 +2	+0.2%	+$131	0.03%	175
2015 Q2	$78K	Buy	1,185 +76	+7%	+$5.16K	0.03%	179
2015 Q1	$77K	Buy	+1,109	New	+$76.7K	0.03%	180

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bruderman Asset Management's CL Position: Q2 2019 in Review

Bruderman Asset Management sold out of Colgate-Palmolive (CL) in Q2 2019, closing a stake of 241 shares — an estimated $17K sold.

Bruderman Asset Management first reported a position in CL in Q1 2015 and held it in 14 quarters. The position peaked at $126K in Q2 2017. 1,457 funds tracked by Wall St. Rank hold CL as of Q2 2019.

Bruderman Asset Management reported no remaining Colgate-Palmolive position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 241 Colgate-Palmolive shares in Q2 2019, an estimated $17K.
Bruderman Asset Management first reported a position in Colgate-Palmolive in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Colgate-Palmolive position peaked at $126K in Q2 2017.
1,457 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.