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

Pathway 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
2018
Q3 		– Sell
-1,600
Closed -$104K – 146
2018
Q2 		$104K Hold
1,600
– – 0.06% 155
2018
Q1 		$115K Hold
1,600
– – 0.07% 148
2017
Q4 		$121K Buy
+1,600
New +$117K 0.07% 136

Other funds holding CL

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathway Financial Advisors's CL Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Colgate-Palmolive (CL) in Q3 2018, closing a stake of 1,600 shares — an estimated $104K sold.

Pathway Financial Advisors first reported a position in CL in Q4 2017 and held it in 3 quarters. The position peaked at $121K in Q4 2017. 1,393 funds tracked by Wall St. Rank hold CL as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Colgate-Palmolive position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,600 Colgate-Palmolive shares in Q3 2018, an estimated $104K.
  • Pathway Financial Advisors first reported a position in Colgate-Palmolive in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Colgate-Palmolive position peaked at $121K in Q4 2017.
  • 1,393 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.