EWM
CL icon

Executive Wealth Management’s Colgate-Palmolive CL Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-74
Closed -$5K – 251
2019
Q2 		$5K Sell
74
-55
-43% -$3.9K ﹤0.01% 706
2019
Q1 		$9K Sell
129
-101
-44% -$6.52K ﹤0.01% 569
2018
Q4 		$14K Buy
+230
New +$14.4K ﹤0.01% 494

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Executive Wealth Management's CL Position: Q3 2019 in Review

Executive Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2019, closing a stake of 74 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in CL in Q4 2018 and held it in 3 quarters. The position peaked at $14K in Q4 2018. 1,446 funds tracked by Wall St. Rank hold CL as of Q3 2019.

  • Executive Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 74 Colgate-Palmolive shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Colgate-Palmolive in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Colgate-Palmolive position peaked at $14K in Q4 2018.
  • 1,446 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.