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Kiley Juergens Wealth Management’s Colgate-Palmolive CL Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-485
Closed -$32K – 140
2018
Q3 		$32K Hold
485
– – 0.02% 295
2018
Q2 		$31K Buy
+485
New +$31.7K 0.03% 262
2018
Q1 		– Sell
-352
Closed -$26K – 172
2017
Q4 		$26K Buy
+352
New +$25.7K 0.02% 304

Other funds holding CL

Vanguard Group
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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiley Juergens Wealth Management's CL Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2018, closing a stake of 485 shares — an estimated $32K sold.

Kiley Juergens Wealth Management first reported a position in CL in Q4 2017 and held it in 3 quarters. The position peaked at $32K in Q3 2018. 1,426 funds tracked by Wall St. Rank hold CL as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 485 Colgate-Palmolive shares in Q4 2018, an estimated $32K.
  • Kiley Juergens Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Colgate-Palmolive position peaked at $32K in Q3 2018.
  • 1,426 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.