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Northstar Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Northstar Wealth Partners’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
Q1 		– Sell
-5,358
Closed -$405K – 183
2017
Q4 		$405K Hold
5,358
– – 0.36% 83
2017
Q3 		$387K Sell
5,358
-170
-3% -$12.3K 0.38% 83
2017
Q2 		$403K Hold
5,528
– – 0.37% 83
2017
Q1 		$406K Buy
+5,528
New +$387K 0.38% 83

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northstar Wealth Partners's CL Position: Q1 2018 in Review

Northstar Wealth Partners sold out of Colgate-Palmolive (CL) in Q1 2018, closing a stake of 5,358 shares — an estimated $405K sold.

Northstar Wealth Partners first reported a position in CL in Q1 2017 and held it in 4 quarters. The position peaked at $406K in Q1 2017. 1,439 funds tracked by Wall St. Rank hold CL as of Q1 2018.

  • Northstar Wealth Partners reported no remaining Colgate-Palmolive position as of Q1 2018 after selling out during the quarter.
  • Northstar Wealth Partners sold 5,358 Colgate-Palmolive shares in Q1 2018, an estimated $405K.
  • Northstar Wealth Partners first reported a position in Colgate-Palmolive in Q1 2017 and held it in 4 quarters.
  • Northstar Wealth Partners's Colgate-Palmolive position peaked at $406K in Q1 2017.
  • 1,439 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2018.

Based on Northstar Wealth Partners's 13F filing for Q1 2018, filed 14 May 2018.