Cobiz Wealth’s Colgate-Palmolive CL Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-2,178	Closed	-$125K	–	159
2013 Q2	$125K	Buy	+2,178	New	+$129K	0.03%	120

Other funds holding CL

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Cobiz Wealth's CL Position: Q3 2013 in Review

Cobiz Wealth sold out of Colgate-Palmolive (CL) in Q3 2013, closing a stake of 2,178 shares — an estimated $125K sold.

Cobiz Wealth first reported a position in CL in Q2 2013 and held it in 1 quarter. The position peaked at $125K in Q2 2013. 1,092 funds tracked by Wall St. Rank hold CL as of Q3 2013.

Cobiz Wealth reported no remaining Colgate-Palmolive position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 2,178 Colgate-Palmolive shares in Q3 2013, an estimated $125K.
Cobiz Wealth first reported a position in Colgate-Palmolive in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Colgate-Palmolive position peaked at $125K in Q2 2013.
1,092 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.