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BOIA
Bush ODonnell Investment Advisors’s
Colgate-Palmolive
CL
Stock Holding History
Bush ODonnell Investment 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
2018
Q3
$4.38M
Hold
65,445
–
–
6.72%
2
2018
Q2
$4.24M
Buy
65,445
+2,078
+3%
+$136K
7.17%
2
2018
Q1
$4.54M
Sell
63,367
-32,831
-34%
-$2.36M
6.39%
3
2017
Q4
$7.26M
Sell
96,198
-6,134
-6%
-$448K
5.9%
3
2017
Q3
$7.46M
Sell
102,332
-20,418
-17%
-$1.47M
5.68%
3
2017
Q2
$9.1M
Sell
122,750
-960
-0.8%
-$71.3K
5.62%
5
2017
Q1
$9.05M
Buy
123,710
+1,605
+1%
+$112K
5.66%
3
2016
Q4
$7.99M
Sell
122,105
-2,895
-2%
-$198K
5.33%
7
2016
Q3
$9.27M
Sell
125,000
-2,448
-2%
-$181K
6.19%
1
2016
Q2
$9.33M
Sell
127,448
-2,555
-2%
-$182K
6.21%
2
2016
Q1
$9.19M
Sell
130,003
-10
-0%
-$665
6.26%
2
2015
Q4
$8.66M
Sell
130,013
-3,300
-2%
-$220K
6.02%
3
2015
Q3
$8.46M
Sell
133,313
-7,921
-6%
-$517K
5.99%
3
2015
Q2
$9.24M
Sell
141,234
-1,598
-1%
-$108K
5.67%
3
2015
Q1
$9.9M
Sell
142,832
-13,700
-9%
-$947K
5.88%
3
2014
Q4
$10.8M
Sell
156,532
-855
-0.5%
-$57.7K
5.84%
4
2014
Q3
$10.3M
Buy
157,387
+1,473
+0.9%
+$97.2K
5.99%
3
2014
Q2
$10.6M
Sell
155,914
-40,870
-21%
-$2.74M
5.98%
3
2014
Q1
$12.8M
Sell
196,784
-1,580
-0.8%
-$99.6K
6.56%
2
2013
Q4
$12.9M
Sell
198,364
-24,742
-11%
-$1.58M
6.83%
2
2013
Q3
$13.2M
Sell
223,106
-150
-0.1%
-$8.89K
6.36%
2
2013
Q2
$12.8M
Buy
+223,256
New
+$13.3M
6.38%
2
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1-Year Est. Return
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
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$298B AUM
21.96%
1-Year Est. Return
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$535B AUM
26.23%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
First Eagle Investment Management
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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