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Wimmer Associates 1’s Colgate-Palmolive CL Stock Holding History

Wimmer Associates 1’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
Q1 		– Sell
-3,085
Closed -$202K – 110
2016
Q4 		$202K Buy
3,085
+35
+1% +$2.4K 0.19% 108
2016
Q3 		$226K Hold
3,050
– – 0.2% 105
2016
Q2 		$223K Sell
3,050
-350
-10% -$24.9K 0.2% 106
2016
Q1 		$240K Buy
+3,400
New +$226K 0.22% 98

Other funds holding CL

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wimmer Associates 1's CL Position: Q1 2017 in Review

Wimmer Associates 1 sold out of Colgate-Palmolive (CL) in Q1 2017, closing a stake of 3,085 shares — an estimated $202K sold.

Wimmer Associates 1 first reported a position in CL in Q1 2016 and held it in 4 quarters. The position peaked at $240K in Q1 2016. 1,365 funds tracked by Wall St. Rank hold CL as of Q1 2017.

  • Wimmer Associates 1 reported no remaining Colgate-Palmolive position as of Q1 2017 after selling out during the quarter.
  • Wimmer Associates 1 sold 3,085 Colgate-Palmolive shares in Q1 2017, an estimated $202K.
  • Wimmer Associates 1 first reported a position in Colgate-Palmolive in Q1 2016 and held it in 4 quarters.
  • Wimmer Associates 1's Colgate-Palmolive position peaked at $240K in Q1 2016.
  • 1,365 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2017.

Based on Wimmer Associates 1's 13F filing for Q1 2017, filed 9 May 2017.