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

Cypress 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
2017
Q2 		– Sell
-2,871
Closed -$210K – 108
2017
Q1 		$210K Buy
+2,871
New +$201K 0.1% 193
2016
Q4 		– Sell
-2,848
Closed -$211K – 211
2016
Q3 		$211K Buy
+2,848
New +$211K 0.1% 183

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cypress Wealth Advisors's CL Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Colgate-Palmolive (CL) in Q2 2017, closing a stake of 2,871 shares — an estimated $210K sold.

Cypress Wealth Advisors first reported a position in CL in Q3 2016 and held it in 2 quarters. The position peaked at $211K in Q3 2016. 1,370 funds tracked by Wall St. Rank hold CL as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Colgate-Palmolive position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,871 Colgate-Palmolive shares in Q2 2017, an estimated $210K.
  • Cypress Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's Colgate-Palmolive position peaked at $211K in Q3 2016.
  • 1,370 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.