JDR
CL icon

Jay D. Rosenbaum’s Colgate-Palmolive CL Stock Holding History

Jay D. Rosenbaum’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
2018
Q1 		– Sell
-3,000
Closed -$226K – 50
2017
Q4 		$226K Hold
3,000
– – 0.42% 51
2017
Q3 		$219K Hold
3,000
– – 0.42% 54
2017
Q2 		$222K Hold
3,000
– – 0.44% 53
2017
Q1 		$220K Buy
+3,000
New +$210K 0.47% 52
2016
Q4 		– Sell
-3,000
Closed -$222K – 51
2016
Q3 		$222K Buy
+3,000
New +$222K 0.03% 50

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jay D. Rosenbaum's CL Position: Q1 2018 in Review

Jay D. Rosenbaum sold out of Colgate-Palmolive (CL) in Q1 2018, closing a stake of 3,000 shares — an estimated $226K sold.

Jay D. Rosenbaum first reported a position in CL in Q3 2016 and held it in 5 quarters. The position peaked at $226K in Q4 2017. 1,439 funds tracked by Wall St. Rank hold CL as of Q1 2018.

  • Jay D. Rosenbaum reported no remaining Colgate-Palmolive position as of Q1 2018 after selling out during the quarter.
  • Jay D. Rosenbaum sold 3,000 Colgate-Palmolive shares in Q1 2018, an estimated $226K.
  • Jay D. Rosenbaum first reported a position in Colgate-Palmolive in Q3 2016 and held it in 5 quarters.
  • Jay D. Rosenbaum's Colgate-Palmolive position peaked at $226K in Q4 2017.
  • 1,439 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2018.

Based on Jay D. Rosenbaum's 13F filing for Q1 2018, filed 19 Apr 2018.