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

Concert 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
2017
Q2 		– Sell
-12,705
Closed -$831K – 199
2017
Q1 		$831K Hold
12,705
– – 0.19% 159
2016
Q4 		$831K Sell
12,705
-326
-3% -$22.4K 0.18% 166
2016
Q3 		$967K Sell
13,031
-2,168
-14% -$160K 0.12% 226
2016
Q2 		$1.11M Buy
15,199
+2,021
+15% +$144K 0.15% 189
2016
Q1 		$930K Sell
13,178
-633
-5% -$42.1K 0.12% 208
2015
Q4 		$923K Sell
13,811
-506
-4% -$33.7K 0.12% 215
2015
Q3 		$904K Buy
14,317
+182
+1% +$11.9K 0.12% 215
2015
Q2 		$922K Sell
14,135
-793
-5% -$53.8K 0.12% 223
2015
Q1 		$238K Buy
14,928
+760
+5% +$52.5K 0.07% 353
2014
Q4 		$980K Buy
14,168
+1,873
+15% +$126K 0.15% 180
2014
Q3 		$801K Buy
12,295
+84
+0.7% +$5.54K 0.11% 175
2014
Q2 		$813K Sell
12,211
-199
-2% -$13.3K 0.1% 178
2014
Q1 		$793K Buy
12,410
+177
+1% +$11.2K 0.1% 182
2013
Q4 		$797K Buy
12,233
+121
+1% +$7.74K 0.1% 175
2013
Q3 		$718K Sell
12,112
-616
-5% -$36.5K 0.1% 188
2013
Q2 		$727K Buy
+12,728
New +$756K 0.11% 161

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Concert Wealth Management's CL Position: Q2 2017 in Review

Concert Wealth Management sold out of Colgate-Palmolive (CL) in Q2 2017, closing a stake of 12,705 shares — an estimated $831K sold.

Concert Wealth Management first reported a position in CL in Q2 2013 and held it in 16 quarters. The position peaked at $1.11M in Q2 2016. 1,370 funds tracked by Wall St. Rank hold CL as of Q2 2017.

  • Concert Wealth Management reported no remaining Colgate-Palmolive position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 12,705 Colgate-Palmolive shares in Q2 2017, an estimated $831K.
  • Concert Wealth Management first reported a position in Colgate-Palmolive in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Colgate-Palmolive position peaked at $1.11M in Q2 2016.
  • 1,370 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.