Lyons Wealth Management’s Colgate-Palmolive CL Stock Holding History

Lyons 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 Q2	–	Sell	-10,820	Closed	-$775K	–	52
2018 Q1	$775K	Buy	10,820 +260	+2%	+$18.7K	1.18%	26
2017 Q4	$796K	Buy	+10,560	New	+$771K	1.3%	24
2015 Q4	–	Sell	-13,861	Closed	-$877K	–	75
2015 Q3	$877K	Sell	13,861 -604	-4%	-$39.5K	1.13%	17
2015 Q2	$947K	Buy	+14,465	New	+$981K	1.08%	21
2015 Q1	–	Sell	-15,810	Closed	-$1.09M	–	65
2014 Q4	$1.09M	Buy	+15,810	New	+$1.07M	1.15%	24
2014 Q3	–	Sell	-14,765	Closed	-$1M	–	68
2014 Q2	$1M	Buy	+14,765	New	+$990K	0.89%	23

Other funds holding CL

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

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

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

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Lyons Wealth Management's CL Position: Q2 2018 in Review

Lyons Wealth Management sold out of Colgate-Palmolive (CL) in Q2 2018, closing a stake of 10,820 shares — an estimated $775K sold.

Lyons Wealth Management first reported a position in CL in Q2 2014 and held it in 6 quarters. The position peaked at $1.09M in Q4 2014. 1,418 funds tracked by Wall St. Rank hold CL as of Q2 2018.

Lyons Wealth Management reported no remaining Colgate-Palmolive position as of Q2 2018 after selling out during the quarter.
Lyons Wealth Management sold 10,820 Colgate-Palmolive shares in Q2 2018, an estimated $775K.
Lyons Wealth Management first reported a position in Colgate-Palmolive in Q2 2014 and held it in 6 quarters.
Lyons Wealth Management's Colgate-Palmolive position peaked at $1.09M in Q4 2014.
1,418 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2018.

Based on Lyons Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.