SHWM
CL icon

Smith & Howard Wealth Management’s Colgate-Palmolive CL Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-352
Closed -$23K – 65
2013
Q4 		$23K Buy
352
+252
+252% +$16.1K 0.01% 154
2013
Q3 		$6K Hold
100
– – ﹤0.01% 217
2013
Q2 		$6K Buy
+100
New +$5.94K ﹤0.01% 194

Other funds holding CL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Smith & Howard Wealth Management's CL Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2014, closing a stake of 352 shares — an estimated $23K sold.

Smith & Howard Wealth Management first reported a position in CL in Q2 2013 and held it in 3 quarters. The position peaked at $23K in Q4 2013. 1,173 funds tracked by Wall St. Rank hold CL as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 352 Colgate-Palmolive shares in Q1 2014, an estimated $23K.
  • Smith & Howard Wealth Management first reported a position in Colgate-Palmolive in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Colgate-Palmolive position peaked at $23K in Q4 2013.
  • 1,173 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.