Gideon Capital Advisors’s Colgate-Palmolive CL Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-29,378	Closed	-$2.02M	–	39
2019 Q4	$2.02M	Buy	+29,378	New	+$2M	0.7%	35
2019 Q3	–	Sell	-43,233	Closed	-$3.1M	–	303
2019 Q2	$3.1M	Buy	+43,233	New	+$3.07M	1.07%	15
2019 Q1	–	Sell	-20,470	Closed	-$1.22M	–	398
2018 Q4	$1.22M	Sell	20,470 -512	-2%	-$32K	0.5%	53
2018 Q3	$1.41M	Sell	20,982 -21,743	-51%	-$1.45M	0.66%	24
2018 Q2	$2.77M	Buy	+42,725	New	+$2.79M	1.38%	4
2016 Q3	–	Sell	-3,455	Closed	-$253K	–	196
2016 Q2	$253K	Buy	+3,455	New	+$246K	0.15%	161
2015 Q3	–	Sell	-16,787	Closed	-$1.1M	–	238
2015 Q2	$1.1M	Buy	+16,787	New	+$1.14M	0.45%	79
2015 Q1	–	Sell	-20,275	Closed	-$1.4M	–	234
2014 Q4	$1.4M	Sell	20,275 -440	-2%	-$29.7K	0.66%	48
2014 Q3	$1.35M	Buy	+20,715	New	+$1.37M	0.52%	65

Other funds holding CL

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Gideon Capital Advisors's CL Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Colgate-Palmolive (CL) in Q1 2020, closing a stake of 29,378 shares — an estimated $2.02M sold.

Gideon Capital Advisors first reported a position in CL in Q3 2014 and held it in 9 quarters. The position peaked at $3.1M in Q2 2019. 1,494 funds tracked by Wall St. Rank hold CL as of Q1 2020.

Gideon Capital Advisors reported no remaining Colgate-Palmolive position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 29,378 Colgate-Palmolive shares in Q1 2020, an estimated $2.02M.
Gideon Capital Advisors first reported a position in Colgate-Palmolive in Q3 2014 and held it in 9 quarters.
Gideon Capital Advisors's Colgate-Palmolive position peaked at $3.1M in Q2 2019.
1,494 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.