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Jackson Wealth Management’s Colgate-Palmolive CL Stock Holding History

Jackson 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
2017
Q3 		– Sell
-19,176
Closed -$1.38M – 85
2017
Q2 		$1.38M Buy
19,176
+2,923
+18% +$217K 0.44% 57
2017
Q1 		$1.19M Buy
16,253
+467
+3% +$32.7K 0.43% 55
2016
Q4 		$1.06M Sell
15,786
-385
-2% -$26.4K 0.41% 58
2016
Q3 		$1.16M Sell
16,171
-242
-1% -$17.9K 0.44% 53
2016
Q2 		$1.2M Buy
16,413
+512
+3% +$36.5K 0.45% 55
2016
Q1 		$1.13M Buy
15,901
+45
+0.3% +$2.99K 0.44% 55
2015
Q4 		$1M Sell
15,856
-560
-3% -$37.3K 0.4% 58
2015
Q3 		$1.04M Sell
16,416
-2,891
-15% -$189K 0.37% 69
2015
Q2 		$1.26M Sell
19,307
-6,990
-27% -$474K 0.43% 68
2015
Q1 		$1.82M Sell
26,297
-2,842
-10% -$196K 0.59% 51
2014
Q4 		$2.02M Buy
+29,139
New +$1.97M 0.66% 42

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jackson Wealth Management's CL Position: Q3 2017 in Review

Jackson Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2017, closing a stake of 19,176 shares — an estimated $1.38M sold.

Jackson Wealth Management first reported a position in CL in Q4 2014 and held it in 11 quarters. The position peaked at $2.02M in Q4 2014. 1,357 funds tracked by Wall St. Rank hold CL as of Q3 2017.

  • Jackson Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2017 after selling out during the quarter.
  • Jackson Wealth Management sold 19,176 Colgate-Palmolive shares in Q3 2017, an estimated $1.38M.
  • Jackson Wealth Management first reported a position in Colgate-Palmolive in Q4 2014 and held it in 11 quarters.
  • Jackson Wealth Management's Colgate-Palmolive position peaked at $2.02M in Q4 2014.
  • 1,357 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2017.

Based on Jackson Wealth Management's 13F filing for Q3 2017, filed 9 Nov 2017.