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Winfield Associates’s Colgate-Palmolive CL Stock Holding History

Winfield 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
2018
Q1 		– Sell
-300
Closed -$23K – 215
2017
Q4 		$23K Buy
300
+110
+58% +$8.03K 0.01% 283
2017
Q3 		$14K Sell
190
-60
-24% -$4.32K 0.01% 354
2017
Q2 		$19K Buy
250
+60
+32% +$4.46K 0.01% 300
2017
Q1 		$14K Sell
190
-305
-62% -$21.4K 0.01% 333
2016
Q4 		$33K Sell
495
-15
-3% -$1.03K 0.02% 212
2016
Q3 		$38K Buy
510
+20
+4% +$1.48K 0.02% 194
2016
Q2 		$36K Hold
490
– – 0.02% 197
2016
Q1 		$34K Buy
490
+190
+63% +$12.6K 0.02% 196
2015
Q4 		$20K Hold
300
– – 0.01% 213
2015
Q3 		$19K Buy
+300
New +$19.6K 0.01% 206

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Winfield Associates's CL Position: Q1 2018 in Review

Winfield Associates sold out of Colgate-Palmolive (CL) in Q1 2018, closing a stake of 300 shares — an estimated $23K sold.

Winfield Associates first reported a position in CL in Q3 2015 and held it in 10 quarters. The position peaked at $38K in Q3 2016. 1,439 funds tracked by Wall St. Rank hold CL as of Q1 2018.

  • Winfield Associates reported no remaining Colgate-Palmolive position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 300 Colgate-Palmolive shares in Q1 2018, an estimated $23K.
  • Winfield Associates first reported a position in Colgate-Palmolive in Q3 2015 and held it in 10 quarters.
  • Winfield Associates's Colgate-Palmolive position peaked at $38K in Q3 2016.
  • 1,439 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.