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Wunderlich Capital Managemnt’s Colgate-Palmolive CL Stock Holding History

Wunderlich Capital Managemnt’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
-19,321
Closed -$1.46M – 93
2017
Q4 		$1.46M Buy
19,321
+155
+0.8% +$11.3K 1.01% 54
2017
Q3 		$1.4M Buy
19,166
+322
+2% +$23.2K 1.04% 51
2017
Q2 		$1.4M Sell
18,844
-169
-0.9% -$12.5K 1.04% 50
2017
Q1 		$1.39M Sell
19,013
-547
-3% -$38.3K 1.09% 49
2016
Q4 		$1.28M Sell
19,560
-517
-3% -$35.4K 1.04% 59
2016
Q3 		$1.49M Buy
20,077
+496
+3% +$36.7K 1.19% 37
2016
Q2 		$1.43M Buy
19,581
+274
+1% +$19.5K 1.21% 35
2016
Q1 		$1.36M Buy
19,307
+161
+0.8% +$10.7K 1.17% 41
2015
Q4 		$1.28M Buy
19,146
+531
+3% +$35.3K 1.1% 44
2015
Q3 		$1.18M Sell
18,615
-159
-0.8% -$10.4K 1.09% 47
2015
Q2 		$1.23M Sell
18,774
-316
-2% -$21.4K 1.19% 39
2015
Q1 		$1.32M Sell
19,090
-130
-0.7% -$8.98K 1.19% 32
2014
Q4 		$1.33M Buy
19,220
+529
+3% +$35.7K 1.13% 44
2014
Q3 		$1.21M Sell
18,691
-219
-1% -$14.4K 1.09% 42
2014
Q2 		$1.29M Sell
18,910
-192
-1% -$12.9K 1.18% 37
2014
Q1 		$1.24M Buy
19,102
+516
+3% +$32.5K 1.17% 39
2013
Q4 		$1.21M Buy
+18,586
New +$1.19M 1.16% 41

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

Wunderlich Capital Managemnt's CL Position: Q1 2018 in Review

Wunderlich Capital Managemnt sold out of Colgate-Palmolive (CL) in Q1 2018, closing a stake of 19,321 shares — an estimated $1.46M sold.

Wunderlich Capital Managemnt first reported a position in CL in Q4 2013 and held it in 17 quarters. The position peaked at $1.49M in Q3 2016. 1,439 funds tracked by Wall St. Rank hold CL as of Q1 2018.

  • Wunderlich Capital Managemnt reported no remaining Colgate-Palmolive position as of Q1 2018 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 19,321 Colgate-Palmolive shares in Q1 2018, an estimated $1.46M.
  • Wunderlich Capital Managemnt first reported a position in Colgate-Palmolive in Q4 2013 and held it in 17 quarters.
  • Wunderlich Capital Managemnt's Colgate-Palmolive position peaked at $1.49M in Q3 2016.
  • 1,439 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2018.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2018, filed 8 May 2018.