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Simply Money Advisors’s Colgate-Palmolive CL Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-130
Closed -$7K – 161
2013
Q2 		$7K Buy
+130
New +$7.72K ﹤0.01% 193

Other funds holding CL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Simply Money Advisors's CL Position: Q3 2013 in Review

Simply Money Advisors sold out of Colgate-Palmolive (CL) in Q3 2013, closing a stake of 130 shares — an estimated $7K sold.

Simply Money Advisors first reported a position in CL in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 1,092 funds tracked by Wall St. Rank hold CL as of Q3 2013.

  • Simply Money Advisors reported no remaining Colgate-Palmolive position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 130 Colgate-Palmolive shares in Q3 2013, an estimated $7K.
  • Simply Money Advisors first reported a position in Colgate-Palmolive in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Colgate-Palmolive position peaked at $7K in Q2 2013.
  • 1,092 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.