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JOYN Advisors’s Colgate-Palmolive CL Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-1,316
Closed -$78K – 349
2018
Q4 		$78K Buy
1,316
+201
+18% +$12.6K 0.02% 236
2018
Q3 		$75K Buy
1,115
+58
+5% +$3.86K 0.01% 283
2018
Q2 		$68K Buy
1,057
+425
+67% +$27.8K 0.01% 314
2018
Q1 		$45K Buy
+632
New +$45.5K 0.01% 481

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JOYN Advisors's CL Position: Q1 2019 in Review

JOYN Advisors sold out of Colgate-Palmolive (CL) in Q1 2019, closing a stake of 1,316 shares — an estimated $78K sold.

JOYN Advisors first reported a position in CL in Q1 2018 and held it in 4 quarters. The position peaked at $78K in Q4 2018. 1,446 funds tracked by Wall St. Rank hold CL as of Q1 2019.

  • JOYN Advisors reported no remaining Colgate-Palmolive position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,316 Colgate-Palmolive shares in Q1 2019, an estimated $78K.
  • JOYN Advisors first reported a position in Colgate-Palmolive in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Colgate-Palmolive position peaked at $78K in Q4 2018.
  • 1,446 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.