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Partnervest Advisory Services’s Colgate-Palmolive CL Stock Holding History

Partnervest Advisory Services’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
Q4 		– Sell
-4,544
Closed -$331K – 181
2017
Q3 		$331K Hold
4,544
– – 0.16% 130
2017
Q2 		$337K Hold
4,544
– – 0.15% 136
2017
Q1 		$333K Sell
4,544
-1,925
-30% -$135K 0.15% 134
2016
Q4 		$423K Buy
6,469
+3
+0% +$206 0.2% 103
2016
Q3 		$479K Buy
6,466
+3
+0% +$222 0.23% 91
2016
Q2 		$473K Buy
6,463
+4
+0.1% +$285 0.23% 93
2016
Q1 		$456K Buy
6,459
+233
+4% +$15.5K 0.24% 94
2015
Q4 		$415K Buy
6,226
+57
+0.9% +$3.79K 0.23% 91
2015
Q3 		$392K Buy
6,169
+3
+0% +$196 0.22% 90
2015
Q2 		$403K Buy
6,166
+3
+0% +$204 0.2% 95
2015
Q1 		$427K Buy
6,163
+3
+0% +$207 0.22% 75
2014
Q4 		$426K Buy
6,160
+3
+0% +$203 0.21% 82
2014
Q3 		$402K Buy
6,157
+3
+0% +$198 0.21% 81
2014
Q2 		$420K Buy
6,154
+4
+0.1% +$268 0.19% 86
2014
Q1 		$399K Buy
6,150
+3
+0% +$189 0.18% 82
2013
Q4 		$401K Buy
6,147
+3
+0% +$192 0.19% 88
2013
Q3 		$364K Buy
6,144
+3
+0% +$178 0.19% 77
2013
Q2 		$352K Buy
+6,141
New +$365K 0.16% 64

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Partnervest Advisory Services's CL Position: Q4 2017 in Review

Partnervest Advisory Services sold out of Colgate-Palmolive (CL) in Q4 2017, closing a stake of 4,544 shares — an estimated $331K sold.

Partnervest Advisory Services first reported a position in CL in Q2 2013 and held it in 18 quarters. The position peaked at $479K in Q3 2016. 1,474 funds tracked by Wall St. Rank hold CL as of Q4 2017.

  • Partnervest Advisory Services reported no remaining Colgate-Palmolive position as of Q4 2017 after selling out during the quarter.
  • Partnervest Advisory Services sold 4,544 Colgate-Palmolive shares in Q4 2017, an estimated $331K.
  • Partnervest Advisory Services first reported a position in Colgate-Palmolive in Q2 2013 and held it in 18 quarters.
  • Partnervest Advisory Services's Colgate-Palmolive position peaked at $479K in Q3 2016.
  • 1,474 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2017.

Based on Partnervest Advisory Services's 13F filing for Q4 2017, filed 23 Jan 2018.