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Sound View Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Sound View Wealth 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
2019
Q1 		$443K Sell
6,470
-67
-1% -$4.33K 0.14% 148
2018
Q4 		$389K Buy
+6,537
New +$409K 0.14% 143

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sound View Wealth Advisors's CL Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 1% in Q1 2019, selling an estimated $4.33K and leaving 6,470 shares worth $443K. The position accounts for 0.14% of the portfolio, ranked #148.

Sound View Wealth Advisors first reported a position in CL in Q4 2018 and has held it in 2 quarters since. 1,446 funds tracked by Wall St. Rank hold CL as of Q1 2019.

  • Sound View Wealth Advisors held 6,470 shares of Colgate-Palmolive worth $443K as of Q1 2019.
  • Sound View Wealth Advisors sold 67 Colgate-Palmolive shares in Q1 2019, an estimated $4.33K.
  • Colgate-Palmolive made up 0.14% of Sound View Wealth Advisors's portfolio in Q1 2019, its #148 holding.
  • Sound View Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 2 quarters since.
  • 1,446 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.