Nelson Capital Management’s Colgate-Palmolive CL Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-800	Closed	-$59K	–	135
2019 Q3	$59K	Buy	+800	New	+$58K	0.01%	137
2018 Q1	–	Sell	-360	Closed	-$27K	–	274
2017 Q4	$27K	Hold	360	–	–	0.01%	179
2017 Q3	$26K	Sell	360 -20	-5%	-$1.44K	0.01%	166
2017 Q2	$28K	Buy	380 +20	+6%	+$1.49K	0.01%	161
2017 Q1	$26K	Sell	360 -300	-45%	-$21K	0.01%	170
2016 Q4	$43K	Hold	660	–	–	0.02%	131
2016 Q3	$49K	Hold	660	–	–	0.02%	123
2016 Q2	$48K	Buy	660 +300	+83%	+$21.4K	0.02%	115
2016 Q1	$25K	Hold	360	–	–	0.01%	148
2015 Q4	$24K	Hold	360	–	–	0.01%	151
2015 Q3	$23K	Sell	360 -448	-55%	-$29.3K	0.01%	158
2015 Q2	$53K	Hold	808	–	–	0.02%	116
2015 Q1	$56K	Buy	808 +448	+124%	+$31K	0.02%	111
2014 Q4	$25K	Hold	360	–	–	0.01%	163
2014 Q3	$23K	Sell	360 -500	-58%	-$33K	0.01%	177
2014 Q2	$59K	Buy	860 +360	+72%	+$24.1K	0.02%	112
2014 Q1	$32K	Sell	500 -1,320	-73%	-$83.2K	0.01%	129
2013 Q4	$119K	Sell	1,820 -140	-7%	-$8.96K	0.05%	83
2013 Q3	$116K	Hold	1,960	–	–	0.06%	84
2013 Q2	$112K	Buy	+1,960	New	+$116K	0.06%	84

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Loomis, Sayles & Company

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