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Squar Milner Financial Services’s Colgate-Palmolive CL Stock Holding History

Squar Milner Financial Services’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
2018
Q4 		– Sell
-400
Closed -$27K – 745
2018
Q3 		$27K Hold
400
– – 0.02% 375
2018
Q2 		$26K Buy
+400
New +$26.2K 0.02% 439

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's CL Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Colgate-Palmolive (CL) in Q4 2018, closing a stake of 400 shares — an estimated $27K sold.

Squar Milner Financial Services first reported a position in CL in Q2 2018 and held it in 2 quarters. The position peaked at $27K in Q3 2018. 1,426 funds tracked by Wall St. Rank hold CL as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Colgate-Palmolive position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 400 Colgate-Palmolive shares in Q4 2018, an estimated $27K.
  • Squar Milner Financial Services first reported a position in Colgate-Palmolive in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Colgate-Palmolive position peaked at $27K in Q3 2018.
  • 1,426 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.