Private Wealth Advisors (Pennsylvania)’s Colgate-Palmolive CL Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$690K	Sell	8,073 -1,236	-13%	-$102K	0.39%	53
2020 Q3	$718K	Sell	9,309 -401	-4%	-$30.6K	0.46%	47
2020 Q2	$711K	Buy	9,710 +4	+0%	+$284	0.49%	44
2020 Q1	$665K	Sell	9,706 -109	-1%	-$7.69K	0.5%	45
2019 Q4	$684K	Sell	9,815 -3,636	-27%	-$248K	0.36%	69
2019 Q3	$989K	Sell	13,451 -10,764	-44%	-$781K	0.5%	54
2019 Q2	$1.74M	Buy	24,215 +254	+1%	+$18K	0.62%	48
2019 Q1	$1.64M	Buy	23,961 +41	+0.2%	+$2.65K	0.61%	47
2018 Q4	$1.42M	Sell	23,920 -246	-1%	-$15.4K	0.62%	47
2018 Q3	$1.62M	Sell	24,166 -60	-0.2%	-$4K	0.6%	48
2018 Q2	$1.57M	Sell	24,226 -428	-2%	-$28K	0.63%	47
2018 Q1	$1.77M	Sell	24,654 -650	-3%	-$46.8K	0.71%	42
2017 Q4	$1.91M	Sell	25,304 -591	-2%	-$43.2K	0.74%	43
2017 Q3	$1.89M	Sell	25,895 -144	-0.6%	-$10.4K	0.77%	41
2017 Q2	$1.93M	Sell	26,039 -125	-0.5%	-$9.28K	0.83%	39
2017 Q1	$1.92M	Sell	26,164 -1,739	-6%	-$122K	0.86%	39
2016 Q4	$1.83M	Sell	27,903 -9,777	-26%	-$670K	0.85%	41
2016 Q3	$2.79M	Sell	37,680 -1,226	-3%	-$90.6K	1.33%	22
2016 Q2	$2.85M	Sell	38,906 -463	-1%	-$33K	1.4%	22
2016 Q1	$2.78M	Sell	39,369 -156	-0.4%	-$10.4K	1.48%	20
2015 Q4	$2.63M	Sell	39,525 -473	-1%	-$31.5K	1.48%	18
2015 Q3	$2.54M	Sell	39,998 -1,824	-4%	-$119K	1.27%	22
2015 Q2	$2.74M	Sell	41,822 -271	-0.6%	-$18.4K	1.24%	24
2015 Q1	$2.92M	Sell	42,093 -230	-0.5%	-$15.9K	1.37%	21
2014 Q4	$2.93M	Sell	42,323 -65	-0.2%	-$4.39K	1.42%	19
2014 Q3	$2.77M	Sell	42,388 -139	-0.3%	-$9.17K	1.46%	19
2014 Q2	$2.9M	Sell	42,527 -115	-0.3%	-$7.71K	1.49%	16
2014 Q1	$2.77M	Sell	42,642 -102	-0.2%	-$6.43K	1.51%	16
2013 Q4	$2.79M	Sell	42,744 -930	-2%	-$59.5K	1.52%	17
2013 Q3	$2.59M	Sell	43,674 -61	-0.1%	-$3.61K	1.53%	17
2013 Q2	$2.51M	Buy	+43,735	New	+$2.6M	1.56%	15

Other funds holding CL

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Private Wealth Advisors (Pennsylvania)'s CL Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Colgate-Palmolive (CL) stake by 13% in Q4 2020, selling an estimated $102K and leaving 8,073 shares worth $690K. The position accounts for 0.39% of the portfolio, ranked #53.

Private Wealth Advisors (Pennsylvania) first reported a position in CL in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.93M in Q4 2014. 1,650 funds tracked by Wall St. Rank hold CL as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 8,073 shares of Colgate-Palmolive worth $690K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 1,236 Colgate-Palmolive shares in Q4 2020, an estimated $102K.
Colgate-Palmolive made up 0.39% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #53 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 31 quarters since.
Private Wealth Advisors (Pennsylvania)'s Colgate-Palmolive position peaked at $2.93M in Q4 2014.
1,650 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.