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

Genesis 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
2015
Q1 		– Sell
-100
Closed -$7.1K – 458
2014
Q4 		$7.1K Buy
+100
New +$6.75K 0.01% 401

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Massachusetts Financial Services
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BIT
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
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JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Genesis Wealth Advisors's CL Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2015, closing a stake of 100 shares — an estimated $7.1K sold.

Genesis Wealth Advisors first reported a position in CL in Q4 2014 and held it in 1 quarter. The position peaked at $7.1K in Q4 2014. 1,227 funds tracked by Wall St. Rank hold CL as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 100 Colgate-Palmolive shares in Q1 2015, an estimated $7.1K.
  • Genesis Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's Colgate-Palmolive position peaked at $7.1K in Q4 2014.
  • 1,227 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.