Institute for Wealth Management’s Colgate-Palmolive CL Stock Holding History

Institute for 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
2019 Q3	–	Sell	-6,447	Closed	-$462K	–	433
2019 Q2	$462K	Sell	6,447 -5	-0.1%	-$355	0.1%	270
2019 Q1	$442K	Buy	+6,452	New	+$417K	0.1%	262
2018 Q1	–	Sell	-6,594	Closed	-$498K	–	277
2017 Q4	$498K	Buy	+6,594	New	+$481K	0.11%	221
2017 Q3	–	Sell	-7,939	Closed	-$587K	–	271
2017 Q2	$587K	Buy	+7,939	New	+$589K	0.16%	196

Other funds holding CL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institute for Wealth Management's CL Position: Q3 2019 in Review

Institute for Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2019, closing a stake of 6,447 shares — an estimated $462K sold.

Institute for Wealth Management first reported a position in CL in Q2 2017 and held it in 4 quarters. The position peaked at $587K in Q2 2017. 1,446 funds tracked by Wall St. Rank hold CL as of Q3 2019.

Institute for Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 6,447 Colgate-Palmolive shares in Q3 2019, an estimated $462K.
Institute for Wealth Management first reported a position in Colgate-Palmolive in Q2 2017 and held it in 4 quarters.
Institute for Wealth Management's Colgate-Palmolive position peaked at $587K in Q2 2017.
1,446 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.