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

Cabot 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
2014
Q2 		– Sell
-17,763
Closed -$1.15M – 146
2014
Q1 		$1.15M Sell
17,763
-61
-0.3% -$3.84K 0.3% 98
2013
Q4 		$1.16M Buy
17,824
+1,367
+8% +$87.5K 0.3% 106
2013
Q3 		$976K Buy
16,457
+352
+2% +$20.9K 0.29% 111
2013
Q2 		$923K Buy
+16,105
New +$956K 0.32% 103

Other funds holding CL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cabot Wealth Management's CL Position: Q2 2014 in Review

Cabot Wealth Management sold out of Colgate-Palmolive (CL) in Q2 2014, closing a stake of 17,763 shares — an estimated $1.15M sold.

Cabot Wealth Management first reported a position in CL in Q2 2013 and held it in 4 quarters. The position peaked at $1.16M in Q4 2013. 1,193 funds tracked by Wall St. Rank hold CL as of Q2 2014.

  • Cabot Wealth Management reported no remaining Colgate-Palmolive position as of Q2 2014 after selling out during the quarter.
  • Cabot Wealth Management sold 17,763 Colgate-Palmolive shares in Q2 2014, an estimated $1.15M.
  • Cabot Wealth Management first reported a position in Colgate-Palmolive in Q2 2013 and held it in 4 quarters.
  • Cabot Wealth Management's Colgate-Palmolive position peaked at $1.16M in Q4 2013.
  • 1,193 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2014.

Based on Cabot Wealth Management's 13F filing for Q2 2014, filed 28 Jul 2014.