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Constellation Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Constellation Wealth 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
2015
Q1 		– Sell
-8,210
Closed -$568K – 178
2014
Q4 		$568K Hold
8,210
– – 0.05% 135
2014
Q3 		$535K Buy
8,210
+2,131
+35% +$141K 0.05% 139
2014
Q2 		$414K Buy
+6,079
New +$407K 0.05% 132

Other funds holding CL

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Constellation Wealth Advisors's CL Position: Q1 2015 in Review

Constellation Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2015, closing a stake of 8,210 shares — an estimated $568K sold.

Constellation Wealth Advisors first reported a position in CL in Q2 2014 and held it in 3 quarters. The position peaked at $568K in Q4 2014. 1,227 funds tracked by Wall St. Rank hold CL as of Q1 2015.

  • Constellation Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 8,210 Colgate-Palmolive shares in Q1 2015, an estimated $568K.
  • Constellation Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2014 and held it in 3 quarters.
  • Constellation Wealth Advisors's Colgate-Palmolive position peaked at $568K in Q4 2014.
  • 1,227 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2015.

Based on Constellation Wealth Advisors's 13F filing for Q1 2015, filed 12 May 2015.