WESPAC Advisors SoCal’s Colgate-Palmolive CL Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-3,298	Closed	-$226K	–	122
2019 Q1	$226K	Hold	3,298	–	–	0.13%	83
2018 Q4	$196K	Hold	3,298	–	–	0.12%	77
2018 Q3	$220K	Sell	3,298 -300	-8%	-$20K	0.11%	83
2018 Q2	$233K	Buy	3,598 +300	+9%	+$19.6K	0.13%	78
2018 Q1	$236K	Sell	3,298 -50	-1%	-$3.6K	0.14%	76
2017 Q4	$252K	Buy	3,348 +273	+9%	+$19.9K	0.14%	74
2017 Q3	$224K	Sell	3,075 -50	-2%	-$3.6K	0.13%	79
2017 Q2	$231K	Hold	3,125	–	–	0.15%	74
2017 Q1	$229K	Sell	3,125 -425	-12%	-$29.8K	0.14%	77
2016 Q4	$232K	Sell	3,550 -500	-12%	-$34.3K	0.15%	78
2016 Q3	$300K	Buy	4,050 +125	+3%	+$9.24K	0.2%	68
2016 Q2	$287K	Sell	3,925 -100	-2%	-$7.12K	0.19%	70
2016 Q1	$284K	Buy	4,025 +550	+16%	+$36.6K	0.21%	66
2015 Q4	$231K	Buy	+3,475	New	+$231K	0.15%	76

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 $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

WESPAC Advisors SoCal's CL Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Colgate-Palmolive (CL) in Q2 2019, closing a stake of 3,298 shares — an estimated $226K sold.

WESPAC Advisors SoCal first reported a position in CL in Q4 2015 and held it in 14 quarters. The position peaked at $300K in Q3 2016. 1,457 funds tracked by Wall St. Rank hold CL as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Colgate-Palmolive position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 3,298 Colgate-Palmolive shares in Q2 2019, an estimated $226K.
WESPAC Advisors SoCal first reported a position in Colgate-Palmolive in Q4 2015 and held it in 14 quarters.
WESPAC Advisors SoCal's Colgate-Palmolive position peaked at $300K in Q3 2016.
1,457 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.