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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return