CA
CL icon

CapWealth Advisors’s Colgate-Palmolive CL Stock Holding History

CapWealth 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
2016
Q4 		– Sell
-740
Closed -$55K – 127
2016
Q3 		$55K Hold
740
– – 0.01% 134
2016
Q2 		$54K Hold
740
– – 0.01% 137
2016
Q1 		$52K Buy
+740
New +$49.2K 0.01% 137
2015
Q3 		– Sell
-400
Closed -$26K – 276
2015
Q2 		$26K Sell
400
-147
-27% -$9.97K 0.01% 152
2015
Q1 		$38K Buy
+547
New +$37.8K 0.01% 139
2014
Q4 		– Sell
-400
Closed -$26K – 120
2014
Q3 		$26K Hold
400
– – 0.01% 165
2014
Q2 		$27K Hold
400
– – 0.01% 169
2014
Q1 		$26K Hold
400
– – 0.01% 174
2013
Q4 		$26K Hold
400
– – 0.01% 186
2013
Q3 		$24K Hold
400
– – 0.01% 220
2013
Q2 		$23K Buy
+400
New +$23.7K 0.01% 213

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return