FF
CL icon

Francis Financial’s Colgate-Palmolive CL Stock Holding History

Francis Financial’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
Q1 		$321K Sell
4,477
-5,301
-54% -$381K 0.74% 13
2017
Q4 		$738K Buy
+9,778
New +$714K 1.59% 9

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Francis Financial's CL Position: Q1 2018 in Review

Francis Financial reduced its Colgate-Palmolive (CL) stake by 54% in Q1 2018, selling an estimated $381K and leaving 4,477 shares worth $321K. The position accounts for 0.74% of the portfolio, ranked #13.

Francis Financial first reported a position in CL in Q4 2017 and has held it in 2 quarters since. The position peaked at $738K in Q4 2017. 1,439 funds tracked by Wall St. Rank hold CL as of Q1 2018.

  • Francis Financial held 4,477 shares of Colgate-Palmolive worth $321K as of Q1 2018.
  • Francis Financial sold 5,301 Colgate-Palmolive shares in Q1 2018, an estimated $381K.
  • Colgate-Palmolive made up 0.74% of Francis Financial's portfolio in Q1 2018, its #13 holding.
  • Francis Financial first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 2 quarters since.
  • Francis Financial's Colgate-Palmolive position peaked at $738K in Q4 2017.
  • 1,439 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2018.

Based on Francis Financial's 13F filing for Q1 2018, filed 8 May 2018.