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Wilson Kemp & Associates’s Colgate-Palmolive CL Stock Holding History

Wilson Kemp & Associates’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
2014
Q3 		– Sell
-3,900
Closed -$266K – 33
2014
Q2 		$266K Sell
3,900
-6,500
-63% -$436K 0.95% 47
2014
Q1 		$675K Sell
10,400
-4,868
-32% -$307K 1.75% 19
2013
Q4 		$996K Buy
15,268
+3,868
+34% +$248K 1.91% 19
2013
Q3 		$676K Sell
11,400
-10,100
-47% -$598K 1.49% 22
2013
Q2 		$1.23M Buy
+21,500
New +$1.28M 1.18% 25

Other funds holding CL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wilson Kemp & Associates's CL Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of Colgate-Palmolive (CL) in Q3 2014, closing a stake of 3,900 shares — an estimated $266K sold.

Wilson Kemp & Associates first reported a position in CL in Q2 2013 and held it in 5 quarters. The position peaked at $1.23M in Q2 2013. 1,191 funds tracked by Wall St. Rank hold CL as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining Colgate-Palmolive position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 3,900 Colgate-Palmolive shares in Q3 2014, an estimated $266K.
  • Wilson Kemp & Associates first reported a position in Colgate-Palmolive in Q2 2013 and held it in 5 quarters.
  • Wilson Kemp & Associates's Colgate-Palmolive position peaked at $1.23M in Q2 2013.
  • 1,191 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.