Cornerstone Financial Partners’s Colgate-Palmolive CL Stock Holding History

Cornerstone Financial Partners’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 Q4	$344K	Buy	4,561 +728	+19%	+$53.2K	0.11%	112
2017 Q3	$279K	Buy	3,833 +20	+0.5%	+$1.44K	0.11%	101
2017 Q2	$282K	Buy	3,813 +19	+0.5%	+$1.41K	0.11%	101
2017 Q1	$278K	Sell	3,794 -355	-9%	-$24.9K	0.09%	124
2016 Q4	$272K	Buy	4,149 +20	+0.5%	+$1.37K	0.09%	135
2016 Q3	$306K	Buy	4,129 +18	+0.4%	+$1.33K	0.11%	117
2016 Q2	$300K	Buy	4,111 +18	+0.4%	+$1.28K	0.11%	129
2016 Q1	$288K	Sell	4,093 -1,922	-32%	-$128K	0.11%	128
2015 Q4	$401K	Buy	+6,015	New	+$400K	0.15%	109

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 $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Financial Partners's CL Position: Q4 2017 in Review

Cornerstone Financial Partners increased its Colgate-Palmolive (CL) stake by 19% in Q4 2017, buying an estimated $53.2K and bringing the position to 4,561 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #112.

Cornerstone Financial Partners first reported a position in CL in Q4 2015 and has held it in 9 quarters since. The position peaked at $401K in Q4 2015. 1,474 funds tracked by Wall St. Rank hold CL as of Q4 2017.

Cornerstone Financial Partners held 4,561 shares of Colgate-Palmolive worth $344K as of Q4 2017.
Cornerstone Financial Partners bought 728 Colgate-Palmolive shares in Q4 2017, an estimated $53.2K.
Colgate-Palmolive made up 0.11% of Cornerstone Financial Partners's portfolio in Q4 2017, its #112 holding.
Cornerstone Financial Partners first reported a position in Colgate-Palmolive in Q4 2015 and has held it in 9 quarters since.
Cornerstone Financial Partners's Colgate-Palmolive position peaked at $401K in Q4 2015.
1,474 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.