KWA
CL icon

KCS Wealth Advisory’s Colgate-Palmolive CL Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-456
Closed -$33.5K – 191
2019
Q3 		$33.5K Buy
+456
New +$33.1K 0.02% 268

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCS Wealth Advisory's CL Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Colgate-Palmolive (CL) in Q4 2019, closing a stake of 456 shares — an estimated $33.5K sold.

KCS Wealth Advisory first reported a position in CL in Q3 2019 and held it in 1 quarter. The position peaked at $33.5K in Q3 2019. 1,509 funds tracked by Wall St. Rank hold CL as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Colgate-Palmolive position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 456 Colgate-Palmolive shares in Q4 2019, an estimated $33.5K.
  • KCS Wealth Advisory first reported a position in Colgate-Palmolive in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Colgate-Palmolive position peaked at $33.5K in Q3 2019.
  • 1,509 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.