WI
CL icon

Welch Investments’s Colgate-Palmolive CL Stock Holding History

Welch Investments’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
2017
Q4 		$4.96M Buy
65,681
+4,848
+8% +$354K 3.15% 16
2017
Q3 		$4.43M Buy
60,833
+2,899
+5% +$209K 3.06% 23
2017
Q2 		$4.29M Buy
57,934
+2,746
+5% +$204K 3.19% 18
2017
Q1 		$4.04M Buy
55,188
+4,766
+9% +$334K 3.2% 19
2016
Q4 		$3.3M Buy
+50,422
New +$3.46M 2.89% 28

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Welch Investments's CL Position: Q4 2017 in Review

Welch Investments increased its Colgate-Palmolive (CL) stake by 8% in Q4 2017, buying an estimated $354K and bringing the position to 65,681 shares worth $4.96M. The position accounts for 3.15% of the portfolio, ranked #16.

Welch Investments first reported a position in CL in Q4 2016 and has held it in 5 quarters since. 1,474 funds tracked by Wall St. Rank hold CL as of Q4 2017.

  • Welch Investments held 65,681 shares of Colgate-Palmolive worth $4.96M as of Q4 2017.
  • Welch Investments bought 4,848 Colgate-Palmolive shares in Q4 2017, an estimated $354K.
  • Colgate-Palmolive made up 3.15% of Welch Investments's portfolio in Q4 2017, its #16 holding.
  • Welch Investments first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 5 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.