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Burt Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Burt 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
2021
Q1 		– Sell
-585
Closed -$50K – 137
2020
Q4 		$50K Hold
585
– – 0.02% 180
2020
Q3 		$45K Sell
585
-240
-29% -$18.3K 0.02% 183
2020
Q2 		$60K Hold
825
– – 0.02% 165
2020
Q1 		$55K Hold
825
– – 0.02% 158
2019
Q4 		$57K Hold
825
– – 0.02% 163
2019
Q3 		$61K Sell
825
-275
-25% -$20K 0.03% 158
2019
Q2 		$79K Hold
1,100
– – 0.03% 140
2019
Q1 		$75K Hold
1,100
– – 0.03% 142
2018
Q4 		$65K Hold
1,100
– – 0.03% 153
2018
Q3 		$74K Hold
1,100
– – 0.03% 157
2018
Q2 		$71K Hold
1,100
– – 0.03% 150
2018
Q1 		$79K Hold
1,100
– – 0.04% 145
2017
Q4 		$83K Hold
1,100
– – 0.05% 140
2017
Q3 		$80K Hold
1,100
– – 0.05% 143
2017
Q2 		$81K Hold
1,100
– – 0.06% 138
2017
Q1 		$81K Sell
1,100
-118
-10% -$8.26K 0.06% 130
2016
Q4 		$80K Sell
1,218
-323
-21% -$22.1K 0.07% 129
2016
Q3 		$114K Buy
1,541
+2
+0.1% +$148 0.12% 92
2016
Q2 		$112K Buy
1,539
+1
+0.1% +$71 0.12% 92
2016
Q1 		$109K Buy
1,538
+2
+0.1% +$133 0.1% 98
2015
Q4 		$102K Buy
1,536
+2
+0.1% +$133 0.08% 102
2015
Q3 		$97K Buy
1,534
+2
+0.1% +$131 0.12% 94
2015
Q2 		$111K Buy
1,532
+2
+0.1% +$136 0.12% 101
2015
Q1 		$106K Buy
1,530
+1
+0.1% +$69 0.11% 88
2014
Q4 		$116K Buy
+1,529
New +$103K 0.12% 89

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burt Wealth Advisors's CL Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2021, closing a stake of 585 shares — an estimated $50K sold.

Burt Wealth Advisors first reported a position in CL in Q4 2014 and held it in 25 quarters. The position peaked at $116K in Q4 2014. 1,608 funds tracked by Wall St. Rank hold CL as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 585 Colgate-Palmolive shares in Q1 2021, an estimated $50K.
  • Burt Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's Colgate-Palmolive position peaked at $116K in Q4 2014.
  • 1,608 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.