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REDW Wealth’s Colgate-Palmolive CL Stock Holding History

REDW Wealth’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
Q2 		– Sell
-2,908
Closed -$208K – 83
2018
Q1 		$208K Sell
2,908
-682
-19% -$49.1K 0.16% 74
2017
Q4 		$271K Hold
3,590
– – 0.21% 58
2017
Q3 		$262K Hold
3,590
– – 0.22% 60
2017
Q2 		$266K Hold
3,590
– – 0.26% 54
2017
Q1 		$263K Sell
3,590
-229
-6% -$16K 0.27% 56
2016
Q4 		$250K Buy
+3,819
New +$262K 0.28% 55

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

REDW Wealth's CL Position: Q2 2018 in Review

REDW Wealth sold out of Colgate-Palmolive (CL) in Q2 2018, closing a stake of 2,908 shares — an estimated $208K sold.

REDW Wealth first reported a position in CL in Q4 2016 and held it in 6 quarters. The position peaked at $271K in Q4 2017. 1,417 funds tracked by Wall St. Rank hold CL as of Q2 2018.

  • REDW Wealth reported no remaining Colgate-Palmolive position as of Q2 2018 after selling out during the quarter.
  • REDW Wealth sold 2,908 Colgate-Palmolive shares in Q2 2018, an estimated $208K.
  • REDW Wealth first reported a position in Colgate-Palmolive in Q4 2016 and held it in 6 quarters.
  • REDW Wealth's Colgate-Palmolive position peaked at $271K in Q4 2017.
  • 1,417 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2018.

Based on REDW Wealth's 13F filing for Q2 2018, filed 3 Aug 2018.