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Robertson Stephens Advisors’s Colgate-Palmolive CL Stock Holding History

Robertson Stephens 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
2017
Q1 		– Sell
-5,488
Closed -$359K – 97
2016
Q4 		$359K Buy
+5,488
New +$376K 0.2% 101

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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

Robertson Stephens Advisors's CL Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of Colgate-Palmolive (CL) in Q1 2017, closing a stake of 5,488 shares — an estimated $359K sold.

Robertson Stephens Advisors first reported a position in CL in Q4 2016 and held it in 1 quarter. The position peaked at $359K in Q4 2016. 1,365 funds tracked by Wall St. Rank hold CL as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining Colgate-Palmolive position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 5,488 Colgate-Palmolive shares in Q1 2017, an estimated $359K.
  • Robertson Stephens Advisors first reported a position in Colgate-Palmolive in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's Colgate-Palmolive position peaked at $359K in Q4 2016.
  • 1,365 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.