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Paradigm Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-1,600
Closed -$104K – 100
2014
Q1 		$104K Hold
1,600
– – 0.1% 94
2013
Q4 		$104K Buy
+1,600
New +$102K 0.1% 98

Other funds holding CL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Paradigm Financial Advisors's CL Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Colgate-Palmolive (CL) in Q2 2014, closing a stake of 1,600 shares — an estimated $104K sold.

Paradigm Financial Advisors first reported a position in CL in Q4 2013 and held it in 2 quarters. The position peaked at $104K in Q1 2014. 1,193 funds tracked by Wall St. Rank hold CL as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Colgate-Palmolive position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 1,600 Colgate-Palmolive shares in Q2 2014, an estimated $104K.
  • Paradigm Financial Advisors first reported a position in Colgate-Palmolive in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Colgate-Palmolive position peaked at $104K in Q1 2014.
  • 1,193 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.