Clear Perspective Advisors’s Colgate-Palmolive CL Stock Holding History

Clear Perspective 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	–	Sell	-30	Closed	-$2K	–	184
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	459
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	449
2017 Q4	$2K	Hold	30	–	–	﹤0.01%	427
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	425
2017 Q2	$2K	Hold	30	–	–	﹤0.01%	430
2017 Q1	$2K	Hold	30	–	–	﹤0.01%	379
2016 Q4	$2K	Buy	+30	New	+$2.06K	﹤0.01%	374

Other funds holding CL

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

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

BlackRock New York $6.73T AUM 46.02% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Clear Perspective Advisors's CL Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Colgate-Palmolive (CL) in Q3 2018, closing a stake of 30 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in CL in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q2 2018. 1,393 funds tracked by Wall St. Rank hold CL as of Q3 2018.

Clear Perspective Advisors reported no remaining Colgate-Palmolive position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 30 Colgate-Palmolive shares in Q3 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in Colgate-Palmolive in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Colgate-Palmolive position peaked at $2K in Q2 2018.
1,393 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.