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Wealthfront’s Colgate-Palmolive CL Stock Holding History

Wealthfront’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
Q3 		$2.07M Buy
30,908
+846
+3% +$56.3K 0.02% 123
2018
Q2 		$1.95M Sell
30,062
-7,981
-21% -$522K 0.02% 129
2018
Q1 		$2.73M Buy
38,043
+3,844
+11% +$277K 0.03% 103
2017
Q4 		$2.58M Buy
34,199
+4,743
+16% +$346K 0.03% 93
2017
Q3 		$2.15M Buy
29,456
+2,191
+8% +$158K 0.03% 102
2017
Q2 		$2.02M Buy
27,265
+3,978
+17% +$295K 0.03% 98
2017
Q1 		$1.7M Buy
23,287
+2,975
+15% +$208K 0.03% 94
2016
Q4 		$1.33M Sell
20,312
-6,825
-25% -$468K 0.03% 93
2016
Q3 		$2.01M Buy
27,137
+1,465
+6% +$108K 0.05% 66
2016
Q2 		$1.88M Buy
25,672
+1,120
+5% +$79.8K 0.05% 67
2016
Q1 		$1.74M Buy
24,552
+10,950
+81% +$729K 0.05% 65
2015
Q4 		$906K Buy
13,602
+3,286
+32% +$219K 0.03% 89
2015
Q3 		$655K Buy
10,316
+2,237
+28% +$146K 0.03% 109
2015
Q2 		$528K Buy
8,079
+954
+13% +$64.7K 0.02% 101
2015
Q1 		$494K Buy
7,125
+1,362
+24% +$94.1K 0.02% 88
2014
Q4 		$399K Buy
5,763
+2,753
+91% +$186K 0.02% 86
2014
Q3 		$196K Buy
3,010
+124
+4% +$8.18K 0.01% 159
2014
Q2 		$199K Buy
2,886
+1,530
+113% +$103K 0.02% 109
2014
Q1 		$87K Buy
+1,356
New +$85.5K 0.01% 152

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's CL Position: Q3 2018 in Review

Wealthfront increased its Colgate-Palmolive (CL) stake by 2.8% in Q3 2018, buying an estimated $56.3K and bringing the position to 30,908 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #123.

Wealthfront first reported a position in CL in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.73M in Q1 2018. 1,394 funds tracked by Wall St. Rank hold CL as of Q3 2018.

  • Wealthfront held 30,908 shares of Colgate-Palmolive worth $2.07M as of Q3 2018.
  • Wealthfront bought 846 Colgate-Palmolive shares in Q3 2018, an estimated $56.3K.
  • Colgate-Palmolive made up 0.02% of Wealthfront's portfolio in Q3 2018, its #123 holding.
  • Wealthfront first reported a position in Colgate-Palmolive in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Colgate-Palmolive position peaked at $2.73M in Q1 2018.
  • 1,394 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.