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WFG Advisors’s Colgate-Palmolive CL Stock Holding History

WFG Advisors’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
Q2 		$876K Buy
11,816
+553
+5% +$41.1K 0.2% 120
2017
Q1 		$824K Sell
11,263
-735
-6% -$51.4K 0.22% 109
2016
Q4 		$785K Sell
11,998
-809
-6% -$55.5K 0.19% 133
2016
Q3 		$950K Sell
12,807
-238
-2% -$17.6K 0.24% 104
2016
Q2 		$955K Buy
13,045
+755
+6% +$53.8K 0.25% 100
2016
Q1 		$868K Sell
12,290
-291
-2% -$19.4K 0.25% 99
2015
Q4 		$838K Buy
12,581
+1,477
+13% +$98.3K 0.25% 98
2015
Q3 		$705K Buy
11,104
+456
+4% +$29.8K 0.22% 104
2015
Q2 		$696K Sell
10,648
-4,691
-31% -$318K 0.19% 123
2015
Q1 		$1.06M Sell
15,339
-4,003
-21% -$277K 0.3% 72
2014
Q4 		$1.34M Sell
19,342
-1,322
-6% -$89.3K 0.27% 75
2014
Q3 		$1.35M Buy
20,664
+221
+1% +$14.6K 0.26% 88
2014
Q2 		$1.39M Buy
20,443
+344
+2% +$23.1K 0.26% 82
2014
Q1 		$1.3M Sell
20,099
-4,103
-17% -$259K 0.26% 80
2013
Q4 		$1.58M Sell
24,202
-87
-0.4% -$5.57K 0.22% 110
2013
Q3 		$1.44M Sell
24,289
-5,819
-19% -$345K 0.22% 106
2013
Q2 		$1.73M Buy
+30,108
New +$1.79M 0.29% 81

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WFG Advisors's CL Position: Q2 2017 in Review

WFG Advisors increased its Colgate-Palmolive (CL) stake by 4.9% in Q2 2017, buying an estimated $41.1K and bringing the position to 11,816 shares worth $876K. The position accounts for 0.2% of the portfolio, ranked #120.

WFG Advisors first reported a position in CL in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.73M in Q2 2013. 1,370 funds tracked by Wall St. Rank hold CL as of Q2 2017.

  • WFG Advisors held 11,816 shares of Colgate-Palmolive worth $876K as of Q2 2017.
  • WFG Advisors bought 553 Colgate-Palmolive shares in Q2 2017, an estimated $41.1K.
  • Colgate-Palmolive made up 0.2% of WFG Advisors's portfolio in Q2 2017, its #120 holding.
  • WFG Advisors first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Colgate-Palmolive position peaked at $1.73M in Q2 2013.
  • 1,370 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.