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McAdams Wright Ragen’s Colgate-Palmolive CL Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$436K Sell
6,696
-2,400
-26% -$158K 0.02% 284
2014
Q2 		$620K Sell
9,096
-100
-1% -$6.7K 0.03% 236
2014
Q1 		$596K Buy
9,196
+800
+10% +$50.4K 0.04% 226
2013
Q4 		$547K Buy
8,396
+10
+0.1% +$640 0.04% 233
2013
Q3 		$497K Hold
8,386
– – 0.04% 219
2013
Q2 		$480K Buy
+8,386
New +$498K 0.04% 222

Other funds holding CL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McAdams Wright Ragen's CL Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Colgate-Palmolive (CL) stake by 26% in Q3 2014, selling an estimated $158K and leaving 6,696 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #284.

McAdams Wright Ragen first reported a position in CL in Q2 2013 and has held it in 6 quarters since. The position peaked at $620K in Q2 2014. 1,189 funds tracked by Wall St. Rank hold CL as of Q3 2014.

  • McAdams Wright Ragen held 6,696 shares of Colgate-Palmolive worth $436K as of Q3 2014.
  • McAdams Wright Ragen sold 2,400 Colgate-Palmolive shares in Q3 2014, an estimated $158K.
  • Colgate-Palmolive made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #284 holding.
  • McAdams Wright Ragen first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's Colgate-Palmolive position peaked at $620K in Q2 2014.
  • 1,189 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.