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Fusion Family Wealth’s Colgate-Palmolive CL Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-4,746
Closed -$282K – 168
2018
Q4 		$282K Sell
4,746
-230
-5% -$14.4K 0.08% 53
2018
Q3 		$333K Hold
4,976
– – 0.09% 46
2018
Q2 		$322K Hold
4,976
– – 0.09% 51
2018
Q1 		$357K Hold
4,976
– – 0.12% 39
2017
Q4 		$375K Buy
+4,976
New +$363K 0.09% 49
2017
Q3 		– Sell
-5,366
Closed -$398K – 238
2017
Q2 		$398K Hold
5,366
– – 0.14% 47
2017
Q1 		$393K Hold
5,366
– – 0.15% 46
2016
Q4 		$353K Buy
+5,366
New +$368K 0.21% 49

Other funds holding CL

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fusion Family Wealth's CL Position: Q1 2019 in Review

Fusion Family Wealth sold out of Colgate-Palmolive (CL) in Q1 2019, closing a stake of 4,746 shares — an estimated $282K sold.

Fusion Family Wealth first reported a position in CL in Q4 2016 and held it in 8 quarters. The position peaked at $398K in Q2 2017. 1,447 funds tracked by Wall St. Rank hold CL as of Q1 2019.

  • Fusion Family Wealth reported no remaining Colgate-Palmolive position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 4,746 Colgate-Palmolive shares in Q1 2019, an estimated $282K.
  • Fusion Family Wealth first reported a position in Colgate-Palmolive in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's Colgate-Palmolive position peaked at $398K in Q2 2017.
  • 1,447 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.