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Coyle Financial Counsel’s Colgate-Palmolive CL Stock Holding History

Coyle Financial Counsel’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
-43
Closed -$3K – 79
2018
Q2 		$3K Buy
+43
New +$2.81K ﹤0.01% 235

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Massachusetts Financial Services
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Wellington Management Group
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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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coyle Financial Counsel's CL Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Colgate-Palmolive (CL) in Q3 2018, closing a stake of 43 shares — an estimated $3K sold.

Coyle Financial Counsel first reported a position in CL in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 1,393 funds tracked by Wall St. Rank hold CL as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Colgate-Palmolive position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 43 Colgate-Palmolive shares in Q3 2018, an estimated $3K.
  • Coyle Financial Counsel first reported a position in Colgate-Palmolive in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Colgate-Palmolive position peaked at $3K in Q2 2018.
  • 1,393 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.