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

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nelson Capital Management's CL Position: Q4 2019 in Review

Nelson Capital Management sold out of Colgate-Palmolive (CL) in Q4 2019, closing a stake of 800 shares — an estimated $59K sold.

Nelson Capital Management first reported a position in CL in Q2 2013 and held it in 20 quarters. The position peaked at $119K in Q4 2013. 1,510 funds tracked by Wall St. Rank hold CL as of Q4 2019.

Nelson Capital Management reported no remaining Colgate-Palmolive position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 800 Colgate-Palmolive shares in Q4 2019, an estimated $59K.
Nelson Capital Management first reported a position in Colgate-Palmolive in Q2 2013 and held it in 20 quarters.
Nelson Capital Management's Colgate-Palmolive position peaked at $119K in Q4 2013.
1,510 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.