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Shepherd Financial Partners’s Colgate-Palmolive CL Stock Holding History

Shepherd Financial Partners’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
-3,143
Closed -$206K – 107
2016
Q4 		$206K Buy
+3,143
New +$216K 0.06% 102

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Shepherd Financial Partners's CL Position: Q1 2017 in Review

Shepherd Financial Partners sold out of Colgate-Palmolive (CL) in Q1 2017, closing a stake of 3,143 shares — an estimated $206K sold.

Shepherd Financial Partners first reported a position in CL in Q4 2016 and held it in 1 quarter. The position peaked at $206K in Q4 2016. 1,365 funds tracked by Wall St. Rank hold CL as of Q1 2017.

  • Shepherd Financial Partners reported no remaining Colgate-Palmolive position as of Q1 2017 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,143 Colgate-Palmolive shares in Q1 2017, an estimated $206K.
  • Shepherd Financial Partners first reported a position in Colgate-Palmolive in Q4 2016 and held it in 1 quarter.
  • Shepherd Financial Partners's Colgate-Palmolive position peaked at $206K in Q4 2016.
  • 1,365 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2017.

Based on Shepherd Financial Partners's 13F filing for Q1 2017, filed 8 May 2017.