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US Financial Advisors’s Colgate-Palmolive CL Stock Holding History

US Financial 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
Q4 		– Sell
-10,000
Closed -$635K – 618
2015
Q3 		$635K Buy
+10,000
New +$653K 1.06% 15

Other funds holding CL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

US Financial Advisors's CL Position: Q4 2015 in Review

US Financial Advisors sold out of Colgate-Palmolive (CL) in Q4 2015, closing a stake of 10,000 shares — an estimated $635K sold.

US Financial Advisors first reported a position in CL in Q3 2015 and held it in 1 quarter. The position peaked at $635K in Q3 2015. 1,253 funds tracked by Wall St. Rank hold CL as of Q4 2015.

  • US Financial Advisors reported no remaining Colgate-Palmolive position as of Q4 2015 after selling out during the quarter.
  • US Financial Advisors sold 10,000 Colgate-Palmolive shares in Q4 2015, an estimated $635K.
  • US Financial Advisors first reported a position in Colgate-Palmolive in Q3 2015 and held it in 1 quarter.
  • US Financial Advisors's Colgate-Palmolive position peaked at $635K in Q3 2015.
  • 1,253 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.