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Mountain Capital Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Mountain Capital Investment Advisors’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
-35
Closed -$3K – 508
2017
Q2 		$3K Buy
+35
New +$2.6K ﹤0.01% 414

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Fidelity Investments
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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
Northern Trust
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mountain Capital Investment Advisors's CL Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Colgate-Palmolive (CL) in Q3 2017, closing a stake of 35 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in CL in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 1,357 funds tracked by Wall St. Rank hold CL as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Colgate-Palmolive position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 35 Colgate-Palmolive shares in Q3 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Colgate-Palmolive in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Colgate-Palmolive position peaked at $3K in Q2 2017.
  • 1,357 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.