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Global Wealth Management Investment Advisory’s Colgate-Palmolive CL Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-19
Closed -$1K – 623
2019
Q3 		$1K Hold
19
– – ﹤0.01% 558
2019
Q2 		$1K Sell
19
-74
-80% -$5.25K ﹤0.01% 617
2019
Q1 		$6K Hold
93
– – ﹤0.01% 425
2018
Q4 		$6K Buy
+93
New +$5.82K ﹤0.01% 462

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Wealth Management Investment Advisory's CL Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Colgate-Palmolive (CL) in Q4 2019, closing a stake of 19 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in CL in Q4 2018 and held it in 4 quarters. The position peaked at $6K in Q1 2019. 1,509 funds tracked by Wall St. Rank hold CL as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Colgate-Palmolive position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 19 Colgate-Palmolive shares in Q4 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Colgate-Palmolive in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Colgate-Palmolive position peaked at $6K in Q1 2019.
  • 1,509 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.