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Edge Advisors’s Colgate-Palmolive CL Stock Holding History

Edge 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
2018
Q2 		$266K Sell
4,113
-298
-7% -$19.5K 0.02% 280
2018
Q1 		$316K Buy
4,411
+117
+3% +$8.42K 0.03% 260
2017
Q4 		$323K Buy
4,294
+442
+11% +$32.3K 0.03% 256
2017
Q3 		$280K Buy
3,852
+199
+5% +$14.3K 0.03% 271
2017
Q2 		$270K Buy
3,653
+296
+9% +$22K 0.03% 280
2017
Q1 		$245K Buy
3,357
+917
+38% +$64.2K 0.03% 297
2016
Q4 		$159K Buy
+2,440
New +$167K 0.02% 331

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Advisors's CL Position: Q2 2018 in Review

Edge Advisors reduced its Colgate-Palmolive (CL) stake by 6.8% in Q2 2018, selling an estimated $19.5K and leaving 4,113 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #280.

Edge Advisors first reported a position in CL in Q4 2016 and has held it in 7 quarters since. The position peaked at $323K in Q4 2017. 1,417 funds tracked by Wall St. Rank hold CL as of Q2 2018.

  • Edge Advisors held 4,113 shares of Colgate-Palmolive worth $266K as of Q2 2018.
  • Edge Advisors sold 298 Colgate-Palmolive shares in Q2 2018, an estimated $19.5K.
  • Colgate-Palmolive made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #280 holding.
  • Edge Advisors first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Colgate-Palmolive position peaked at $323K in Q4 2017.
  • 1,417 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.