WA
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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% 649
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return