Wheatland Advisors’s Colgate-Palmolive CL Stock Holding History

Wheatland 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
2020 Q1	–	Sell	-4,450	Closed	-$306K	–	49
2019 Q4	$306K	Sell	4,450 -2,450	-36%	-$167K	0.39%	75
2019 Q3	$507K	Hold	6,900	–	–	0.46%	69
2019 Q2	$495K	Hold	6,900	–	–	0.37%	73
2019 Q1	$473K	Hold	6,900	–	–	0.36%	73
2018 Q4	$411K	Hold	6,900	–	–	0.36%	71
2018 Q3	$462K	Hold	6,900	–	–	0.35%	73
2018 Q2	$447K	Hold	6,900	–	–	0.36%	70
2018 Q1	$495K	Hold	6,900	–	–	0.41%	68
2017 Q4	$521K	Hold	6,900	–	–	0.42%	70
2017 Q3	$503K	Hold	6,900	–	–	0.43%	69
2017 Q2	$511K	Sell	6,900 -600	-8%	-$44.5K	0.46%	66
2017 Q1	$549K	Hold	7,500	–	–	0.49%	61
2016 Q4	$491K	Hold	7,500	–	–	0.44%	63
2016 Q3	$556K	Hold	7,500	–	–	0.52%	58
2016 Q2	$549K	Hold	7,500	–	–	0.53%	56
2016 Q1	$530K	Sell	7,500 -600	-7%	-$39.9K	0.54%	56
2015 Q4	$540K	Hold	8,100	–	–	0.55%	56
2015 Q3	$514K	Hold	8,100	–	–	0.56%	57
2015 Q2	$530K	Hold	8,100	–	–	0.51%	61
2015 Q1	$562K	Hold	8,100	–	–	0.56%	58
2014 Q4	$560K	Hold	8,100	–	–	0.55%	57
2014 Q3	$528K	Sell	8,100 -100	-1%	-$6.6K	0.53%	57
2014 Q2	$559K	Hold	8,200	–	–	0.51%	61
2014 Q1	$532K	Hold	8,200	–	–	0.54%	57
2013 Q4	$535K	Buy	+8,200	New	+$525K	0.56%	56

Other funds holding CL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wheatland Advisors's CL Position: Q1 2020 in Review

Wheatland Advisors sold out of Colgate-Palmolive (CL) in Q1 2020, closing a stake of 4,450 shares — an estimated $306K sold.

Wheatland Advisors first reported a position in CL in Q4 2013 and held it in 25 quarters. The position peaked at $562K in Q1 2015. 1,493 funds tracked by Wall St. Rank hold CL as of Q1 2020.

Wheatland Advisors reported no remaining Colgate-Palmolive position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 4,450 Colgate-Palmolive shares in Q1 2020, an estimated $306K.
Wheatland Advisors first reported a position in Colgate-Palmolive in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's Colgate-Palmolive position peaked at $562K in Q1 2015.
1,493 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.