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Hefty Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Hefty Wealth Partners’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
2017
Q3 		– Sell
-432
Closed -$32K – 251
2017
Q2 		$32K Hold
432
– – 0.02% 138
2017
Q1 		$31K Hold
432
– – 0.02% 141
2016
Q4 		$28K Hold
432
– – 0.02% 136
2016
Q3 		$32K Buy
+432
New +$31.9K 0.02% 145

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Hefty Wealth Partners's CL Position: Q3 2017 in Review

Hefty Wealth Partners sold out of Colgate-Palmolive (CL) in Q3 2017, closing a stake of 432 shares — an estimated $32K sold.

Hefty Wealth Partners first reported a position in CL in Q3 2016 and held it in 4 quarters. The position peaked at $32K in Q2 2017. 1,357 funds tracked by Wall St. Rank hold CL as of Q3 2017.

  • Hefty Wealth Partners reported no remaining Colgate-Palmolive position as of Q3 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 432 Colgate-Palmolive shares in Q3 2017, an estimated $32K.
  • Hefty Wealth Partners first reported a position in Colgate-Palmolive in Q3 2016 and held it in 4 quarters.
  • Hefty Wealth Partners's Colgate-Palmolive position peaked at $32K in Q2 2017.
  • 1,357 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.