WAS
CL icon

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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