IWP
CL icon

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

Icon 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
2019
Q2 		– Sell
-1,510
Closed -$103K – 273
2019
Q1 		$103K Buy
+1,510
New +$97.5K 0.04% 218
2018
Q4 		– Sell
-1,847
Closed -$124K – 223
2018
Q3 		$124K Buy
1,847
+386
+26% +$25.7K 0.05% 231
2018
Q2 		$95K Buy
+1,461
New +$95.6K 0.04% 246
2018
Q1 		– Sell
-274
Closed -$21K – 346
2017
Q4 		$21K Buy
+274
New +$20K 0.01% 601

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Icon Wealth Partners's CL Position: Q2 2019 in Review

Icon Wealth Partners sold out of Colgate-Palmolive (CL) in Q2 2019, closing a stake of 1,510 shares — an estimated $103K sold.

Icon Wealth Partners first reported a position in CL in Q4 2017 and held it in 4 quarters. The position peaked at $124K in Q3 2018. 1,457 funds tracked by Wall St. Rank hold CL as of Q2 2019.

  • Icon Wealth Partners reported no remaining Colgate-Palmolive position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,510 Colgate-Palmolive shares in Q2 2019, an estimated $103K.
  • Icon Wealth Partners first reported a position in Colgate-Palmolive in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's Colgate-Palmolive position peaked at $124K in Q3 2018.
  • 1,457 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.