WealthTrust-Arizona’s Colgate-Palmolive CL Stock Holding History

WealthTrust-Arizona’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 Q4	$24K	Buy	403 +3	+0.8%	+$188	0.01%	236
2018 Q3	$27K	Buy	+400	New	+$26.6K	0.01%	229
2017 Q1	–	Sell	-4	Closed	–	–	616
2016 Q4	$0	Hold	4	–	–	﹤0.01%	615
2016 Q3	$0	Hold	4	–	–	﹤0.01%	615
2016 Q2	$0	Hold	4	–	–	﹤0.01%	593
2016 Q1	$0	Hold	4	–	–	﹤0.01%	582
2015 Q4	$0	Hold	4	–	–	﹤0.01%	588
2015 Q3	$0	Hold	4	–	–	﹤0.01%	586
2015 Q2	$0	Hold	4	–	–	﹤0.01%	632
2015 Q1	$0	Hold	4	–	–	﹤0.01%	648
2014 Q4	$0	Sell	4 -453	-99%	-$30.6K	﹤0.01%	626
2014 Q3	$30K	Buy	457 +2	+0.4%	+$132	0.03%	217
2014 Q2	$31K	Buy	455 +3	+0.7%	+$201	0.03%	225
2014 Q1	$29K	Buy	452 +2	+0.4%	+$126	0.03%	233
2013 Q4	$29K	Buy	450 +2	+0.4%	+$128	0.03%	215
2013 Q3	$27K	Buy	448 +3	+0.7%	+$178	0.03%	204
2013 Q2	$25K	Buy	+445	New	+$26.4K	0.03%	195

Other funds holding CL

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

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

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

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthTrust-Arizona's CL Position: Q4 2018 in Review

WealthTrust-Arizona increased its Colgate-Palmolive (CL) stake by 0.75% in Q4 2018, buying an estimated $188 and bringing the position to 403 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #236.

WealthTrust-Arizona first reported a position in CL in Q2 2013 and has held it in 17 quarters since. The position peaked at $31K in Q2 2014. 1,427 funds tracked by Wall St. Rank hold CL as of Q4 2018.

WealthTrust-Arizona held 403 shares of Colgate-Palmolive worth $24K as of Q4 2018.
WealthTrust-Arizona bought 3 Colgate-Palmolive shares in Q4 2018, an estimated $188.
Colgate-Palmolive made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #236 holding.
WealthTrust-Arizona first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 17 quarters since.
WealthTrust-Arizona's Colgate-Palmolive position peaked at $31K in Q2 2014.
1,427 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.