Taylor Wealth Management Partners’s Colgate-Palmolive CL Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-150	Closed	-$11K	–	138
2017 Q4	$11K	Hold	150	–	–	﹤0.01%	125
2017 Q3	$11K	Sell	150 -1,350	-90%	-$97.3K	﹤0.01%	131
2017 Q2	$111K	Hold	1,500	–	–	0.05%	76
2017 Q1	$110K	Hold	1,500	–	–	0.05%	77
2016 Q4	$98K	Hold	1,500	–	–	0.05%	77
2016 Q3	$111K	Hold	1,500	–	–	0.05%	68
2016 Q2	$110K	Hold	1,500	–	–	0.04%	64
2016 Q1	$106K	Buy	1,500 +1,200	+400%	+$79.8K	0.05%	57
2015 Q4	$20K	Hold	300	–	–	0.01%	96
2015 Q3	$19K	Sell	300 -1,000	-77%	-$65.3K	0.01%	99
2015 Q2	$85K	Buy	1,300 +700	+117%	+$47.5K	0.03%	75
2015 Q1	$42K	Buy	+600	New	+$41.5K	0.01%	86

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Taylor Wealth Management Partners's CL Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of Colgate-Palmolive (CL) in Q1 2018, closing a stake of 150 shares — an estimated $11K sold.

Taylor Wealth Management Partners first reported a position in CL in Q1 2015 and held it in 12 quarters. The position peaked at $111K in Q2 2017. 1,439 funds tracked by Wall St. Rank hold CL as of Q1 2018.

Taylor Wealth Management Partners reported no remaining Colgate-Palmolive position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 150 Colgate-Palmolive shares in Q1 2018, an estimated $11K.
Taylor Wealth Management Partners first reported a position in Colgate-Palmolive in Q1 2015 and held it in 12 quarters.
Taylor Wealth Management Partners's Colgate-Palmolive position peaked at $111K in Q2 2017.
1,439 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.