LVZ Inc’s Colgate-Palmolive CL Stock Holding History

LVZ Inc’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	-2,931	Closed	-$217K	–	69
2017 Q2	$217K	Sell	2,931 -54	-2%	-$4.01K	1.95%	29
2017 Q1	$218K	Buy	+2,985	New	+$209K	2.06%	32
2016 Q4	–	Sell	-2,985	Closed	-$221K	–	32
2016 Q3	$221K	Hold	2,985	–	–	2.15%	28
2016 Q2	$219K	Hold	2,985	–	–	2.39%	24
2016 Q1	$211K	Buy	+2,985	New	+$199K	0.1%	52
2015 Q3	–	Sell	-3,044	Closed	-$206K	–	45
2015 Q2	$206K	Hold	3,044	–	–	0.11%	39
2015 Q1	$211K	Buy	3,044 +24	+0.8%	+$1.66K	0.12%	39
2014 Q4	$209K	Buy	+3,020	New	+$204K	0.15%	26
2014 Q3	–	Sell	-3,020	Closed	-$206K	–	25
2014 Q2	$206K	Buy	+3,020	New	+$202K	0.15%	24

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LVZ Inc's CL Position: Q3 2017 in Review

LVZ Inc sold out of Colgate-Palmolive (CL) in Q3 2017, closing a stake of 2,931 shares — an estimated $217K sold.

LVZ Inc first reported a position in CL in Q2 2014 and held it in 9 quarters. The position peaked at $221K in Q3 2016. 1,357 funds tracked by Wall St. Rank hold CL as of Q3 2017.

LVZ Inc reported no remaining Colgate-Palmolive position as of Q3 2017 after selling out during the quarter.
LVZ Inc sold 2,931 Colgate-Palmolive shares in Q3 2017, an estimated $217K.
LVZ Inc first reported a position in Colgate-Palmolive in Q2 2014 and held it in 9 quarters.
LVZ Inc's Colgate-Palmolive position peaked at $221K in Q3 2016.
1,357 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2017.

Based on LVZ Inc's 13F filing for Q3 2017, filed 2 Nov 2017.