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Physicians Financial Services’s Colgate-Palmolive CL Stock Holding History

Physicians Financial 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
Q1 		– Sell
-800
Closed -$59K – 139
2016
Q4 		$59K Hold
800
– – 0.05% 158
2016
Q3 		$59K Hold
800
– – 0.05% 156
2016
Q2 		$59K Hold
800
– – 0.05% 153
2016
Q1 		$57K Hold
800
– – 0.05% 152
2015
Q4 		$53K Buy
+800
New +$53.2K 0.05% 163

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Physicians Financial Services's CL Position: Q1 2017 in Review

Physicians Financial Services sold out of Colgate-Palmolive (CL) in Q1 2017, closing a stake of 800 shares — an estimated $59K sold.

Physicians Financial Services first reported a position in CL in Q4 2015 and held it in 5 quarters. The position peaked at $59K in Q4 2016. 1,365 funds tracked by Wall St. Rank hold CL as of Q1 2017.

  • Physicians Financial Services reported no remaining Colgate-Palmolive position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 800 Colgate-Palmolive shares in Q1 2017, an estimated $59K.
  • Physicians Financial Services first reported a position in Colgate-Palmolive in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Colgate-Palmolive position peaked at $59K in Q4 2016.
  • 1,365 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.