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Torch Wealth Management’s Colgate-Palmolive CL Stock Holding History

Torch 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
Q3 		– Sell
-1,500
Closed -$102K – 127
2014
Q2 		$102K Hold
1,500
– – 0.07% 122
2014
Q1 		$97K Hold
1,500
– – 0.07% 114
2013
Q4 		$98K Buy
+1,500
New +$96K 0.07% 111

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Torch Wealth Management's CL Position: Q3 2014 in Review

Torch Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2014, closing a stake of 1,500 shares — an estimated $102K sold.

Torch Wealth Management first reported a position in CL in Q4 2013 and held it in 3 quarters. The position peaked at $102K in Q2 2014. 1,191 funds tracked by Wall St. Rank hold CL as of Q3 2014.

  • Torch Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,500 Colgate-Palmolive shares in Q3 2014, an estimated $102K.
  • Torch Wealth Management first reported a position in Colgate-Palmolive in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Colgate-Palmolive position peaked at $102K in Q2 2014.
  • 1,191 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.