WIL
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Winifred I. Li’s Colgate-Palmolive CL Stock Holding History

Winifred I. Li’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
Q4 		$570K Hold
8,239
– – 0.54% 61
2014
Q3 		$537K Hold
8,239
– – 0.51% 67
2014
Q2 		$562K Sell
8,239
-446
-5% -$29.9K 0.48% 69
2014
Q1 		$563K Hold
8,685
– – 0.49% 73
2013
Q4 		$566K Sell
8,685
-1,119
-11% -$71.6K 0.49% 74
2013
Q3 		$581K Sell
9,804
-446
-4% -$26.4K 0.54% 69
2013
Q2 		$587K Buy
+10,250
New +$608K 0.55% 61

Other funds holding CL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winifred I. Li's CL Position: Q4 2014 in Review

Winifred I. Li held its Colgate-Palmolive (CL) position steady in Q4 2014 at 8,239 shares worth $570K. The position accounts for 0.54% of the portfolio, ranked #61.

Winifred I. Li first reported a position in CL in Q2 2013 and has held it in 7 quarters since. The position peaked at $587K in Q2 2013. 1,241 funds tracked by Wall St. Rank hold CL as of Q4 2014.

  • Winifred I. Li held 8,239 shares of Colgate-Palmolive worth $570K as of Q4 2014.
  • Winifred I. Li left its Colgate-Palmolive share count unchanged in Q4 2014.
  • Colgate-Palmolive made up 0.54% of Winifred I. Li's portfolio in Q4 2014, its #61 holding.
  • Winifred I. Li first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Colgate-Palmolive position peaked at $587K in Q2 2013.
  • 1,241 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.