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Independent Portfolio Consultants’s Colgate-Palmolive CL Stock Holding History

Independent Portfolio Consultants’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
Q2 		$33K Sell
444
-30
-6% -$2.23K 0.01% 566
2017
Q1 		$35K Sell
474
-369
-44% -$25.8K 0.01% 607
2016
Q4 		$55K Sell
843
-259
-24% -$17.8K 0.02% 538
2016
Q3 		$82K Hold
1,102
– – 0.03% 465
2016
Q2 		$81K Hold
1,102
– – 0.03% 477
2016
Q1 		$78K Sell
1,102
-330
-23% -$22K 0.02% 508
2015
Q4 		$95K Buy
1,432
+275
+24% +$18.3K 0.03% 486
2015
Q3 		$73K Sell
1,157
-140
-11% -$9.15K 0.02% 517
2015
Q2 		$85K Buy
1,297
+180
+16% +$12.2K 0.02% 524
2015
Q1 		$77K Sell
1,117
-305
-21% -$21.1K 0.02% 533
2014
Q4 		$98K Buy
1,422
+70
+5% +$4.73K 0.02% 511
2014
Q3 		$88K Buy
1,352
+222
+20% +$14.6K 0.02% 569
2014
Q2 		$77K Buy
+1,130
New +$75.7K 0.02% 563
2014
Q1 		– Sell
-3,665
Closed -$239K – 455
2013
Q4 		$239K Buy
3,665
+285
+8% +$18.2K 0.08% 409
2013
Q3 		$200K Buy
+3,380
New +$200K 0.08% 422

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Independent Portfolio Consultants's CL Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Colgate-Palmolive (CL) stake by 6.3% in Q2 2017, selling an estimated $2.23K and leaving 444 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #566.

Independent Portfolio Consultants first reported a position in CL in Q3 2013 and has held it in 15 quarters since. The position peaked at $239K in Q4 2013. 1,370 funds tracked by Wall St. Rank hold CL as of Q2 2017.

  • Independent Portfolio Consultants held 444 shares of Colgate-Palmolive worth $33K as of Q2 2017.
  • Independent Portfolio Consultants sold 30 Colgate-Palmolive shares in Q2 2017, an estimated $2.23K.
  • Colgate-Palmolive made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #566 holding.
  • Independent Portfolio Consultants first reported a position in Colgate-Palmolive in Q3 2013 and has held it in 15 quarters since.
  • Independent Portfolio Consultants's Colgate-Palmolive position peaked at $239K in Q4 2013.
  • 1,370 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.