Mariner Wealth Advisors (Cincinnati)’s Colgate-Palmolive CL Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$351K	Sell	5,237 -240	-4%	-$16K	0.02%	227
2018 Q2	$355K	Sell	5,477 -438	-7%	-$28.7K	0.02%	226
2018 Q1	$424K	Sell	5,915 -118	-2%	-$8.49K	0.03%	208
2017 Q4	$455K	Buy	6,033 +231	+4%	+$16.9K	0.03%	192
2017 Q3	$423K	Buy	5,802 +218	+4%	+$15.7K	0.03%	184
2017 Q2	$414K	Sell	5,584 -28	-0.5%	-$2.08K	0.03%	189
2017 Q1	$411K	Buy	5,612 +420	+8%	+$29.4K	0.03%	184
2016 Q4	$340K	Sell	5,192 -514	-9%	-$35.2K	0.03%	197
2016 Q3	$423K	Buy	5,706 +176	+3%	+$13K	0.04%	172
2016 Q2	$405K	Buy	5,530 +345	+7%	+$24.6K	0.04%	177
2016 Q1	$366K	Hold	5,185	–	–	0.04%	179
2015 Q4	$345K	Buy	+5,185	New	+$345K	0.03%	175
2015 Q1	$320K	Buy	4,619 +482	+12%	+$33.3K	0.05%	141
2014 Q4	$286K	Buy	+4,137	New	+$279K	0.04%	147

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

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

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

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

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

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

Mariner Wealth Advisors (Cincinnati)'s CL Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Colgate-Palmolive (CL) stake by 4.4% in Q3 2018, selling an estimated $16K and leaving 5,237 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #227.

Mariner Wealth Advisors (Cincinnati) first reported a position in CL in Q4 2014 and has held it in 14 quarters since. The position peaked at $455K in Q4 2017. 1,393 funds tracked by Wall St. Rank hold CL as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 5,237 shares of Colgate-Palmolive worth $351K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 240 Colgate-Palmolive shares in Q3 2018, an estimated $16K.
Colgate-Palmolive made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #227 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Colgate-Palmolive in Q4 2014 and has held it in 14 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Colgate-Palmolive position peaked at $455K in Q4 2017.
1,393 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.