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Integrated Wealth Counsel’s Colgate-Palmolive CL Stock Holding History

Integrated Wealth Counsel’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
Q4 		$10K Hold
150
– – 0.02% 161
2016
Q3 		$11K Buy
+150
New +$11.1K 0.02% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Counsel's CL Position: Q4 2016 in Review

Integrated Wealth Counsel held its Colgate-Palmolive (CL) position steady in Q4 2016 at 150 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #161.

Integrated Wealth Counsel first reported a position in CL in Q3 2016 and has held it in 2 quarters since. The position peaked at $11K in Q3 2016. 1,356 funds tracked by Wall St. Rank hold CL as of Q4 2016.

  • Integrated Wealth Counsel held 150 shares of Colgate-Palmolive worth $10K as of Q4 2016.
  • Integrated Wealth Counsel left its Colgate-Palmolive share count unchanged in Q4 2016.
  • Colgate-Palmolive made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #161 holding.
  • Integrated Wealth Counsel first reported a position in Colgate-Palmolive in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's Colgate-Palmolive position peaked at $11K in Q3 2016.
  • 1,356 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.