Gupta Wealth Management’s Colgate-Palmolive CL Stock Holding History

Gupta Wealth 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
2016 Q1	$3.81M	Buy	53,891 +3,954	+8%	+$263K	0.89%	23
2015 Q4	$3.33M	Sell	49,937 -14,596	-23%	-$971K	0.85%	25
2015 Q3	$4.09M	Buy	64,533 +2,927	+5%	+$191K	1%	18
2015 Q2	$4.03M	Buy	61,606 +2,028	+3%	+$138K	0.99%	16
2015 Q1	$4.13M	Buy	+59,578	New	+$4.12M	1.21%	14

Other funds holding CL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Gupta Wealth Management's CL Position: Q1 2016 in Review

Gupta Wealth Management increased its Colgate-Palmolive (CL) stake by 7.9% in Q1 2016, buying an estimated $263K and bringing the position to 53,891 shares worth $3.81M. The position accounts for 0.89% of the portfolio, ranked #23.

Gupta Wealth Management first reported a position in CL in Q1 2015 and has held it in 5 quarters since. The position peaked at $4.13M in Q1 2015. 1,263 funds tracked by Wall St. Rank hold CL as of Q1 2016.

Gupta Wealth Management held 53,891 shares of Colgate-Palmolive worth $3.81M as of Q1 2016.
Gupta Wealth Management bought 3,954 Colgate-Palmolive shares in Q1 2016, an estimated $263K.
Colgate-Palmolive made up 0.89% of Gupta Wealth Management's portfolio in Q1 2016, its #23 holding.
Gupta Wealth Management first reported a position in Colgate-Palmolive in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Colgate-Palmolive position peaked at $4.13M in Q1 2015.
1,263 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.