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Summit Financial Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Summit Financial 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
2015
Q1 		– Sell
-200
Closed -$14K – 233
2014
Q4 		$14K Buy
+200
New +$13.5K 0.01% 190

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Summit Financial Wealth Advisors's CL Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2015, closing a stake of 200 shares — an estimated $14K sold.

Summit Financial Wealth Advisors first reported a position in CL in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 1,227 funds tracked by Wall St. Rank hold CL as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 200 Colgate-Palmolive shares in Q1 2015, an estimated $14K.
  • Summit Financial Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Colgate-Palmolive position peaked at $14K in Q4 2014.
  • 1,227 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.