Genovese Burford & Brothers Wealth & Retirement Plan Management’s Colgate-Palmolive CL Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-100	Closed	-$6K	–	136
2018 Q2	$6K	Sell	100 -15	-13%	-$981	﹤0.01%	345
2018 Q1	$8K	Buy	+115	New	+$8.28K	﹤0.01%	337
2017 Q1	–	Sell	-250	Closed	-$17K	–	444
2016 Q4	$17K	Buy	250 +220	+733%	+$15.1K	﹤0.01%	265
2016 Q3	$2K	Hold	30	–	–	﹤0.01%	386
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	363
2016 Q1	$2K	Buy	+30	New	+$2K	﹤0.01%	344

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's CL Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Colgate-Palmolive (CL) in Q3 2018, closing a stake of 100 shares — an estimated $6K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CL in Q1 2016 and held it in 6 quarters. The position peaked at $17K in Q4 2016. 1,394 funds tracked by Wall St. Rank hold CL as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Colgate-Palmolive position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 Colgate-Palmolive shares in Q3 2018, an estimated $6K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Colgate-Palmolive in Q1 2016 and held it in 6 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Colgate-Palmolive position peaked at $17K in Q4 2016.
1,394 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.