Parasol Investment Management’s Colgate-Palmolive CL Stock Holding History

Parasol Investment 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
2017 Q1	$11K	Sell	150 -700	-82%	-$49K	0.02%	77
2016 Q4	$56K	Buy	850 +26	+3%	+$1.78K	0.06%	94
2016 Q3	$61K	Buy	824 +274	+50%	+$20.3K	0.06%	88
2016 Q2	$40K	Hold	550	–	–	0.04%	102
2016 Q1	$39K	Buy	550 +50	+10%	+$3.33K	0.04%	95
2015 Q4	$33K	Hold	500	–	–	0.03%	101
2015 Q3	$32K	Buy	500 +335	+203%	+$21.9K	0.03%	109
2015 Q2	$11K	Hold	165	–	–	0.01%	188
2015 Q1	$11K	Hold	165	–	–	0.01%	193
2014 Q4	$11K	Hold	165	–	–	0.01%	218
2014 Q3	$11K	Buy	165 +65	+65%	+$4.29K	0.01%	205
2014 Q2	$7K	Hold	100	–	–	﹤0.01%	219
2014 Q1	$6K	Buy	+100	New	+$6.3K	﹤0.01%	201

Other funds holding CL

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parasol Investment Management's CL Position: Q1 2017 in Review

Parasol Investment Management reduced its Colgate-Palmolive (CL) stake by 82% in Q1 2017, selling an estimated $49K and leaving 150 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #77.

Parasol Investment Management first reported a position in CL in Q1 2014 and has held it in 13 quarters since. The position peaked at $61K in Q3 2016. 1,364 funds tracked by Wall St. Rank hold CL as of Q1 2017.

Parasol Investment Management held 150 shares of Colgate-Palmolive worth $11K as of Q1 2017.
Parasol Investment Management sold 700 Colgate-Palmolive shares in Q1 2017, an estimated $49K.
Colgate-Palmolive made up 0.02% of Parasol Investment Management's portfolio in Q1 2017, its #77 holding.
Parasol Investment Management first reported a position in Colgate-Palmolive in Q1 2014 and has held it in 13 quarters since.
Parasol Investment Management's Colgate-Palmolive position peaked at $61K in Q3 2016.
1,364 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.