Asset Planning Services (Pennsylvania)’s Colgate-Palmolive CL Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-559	Closed	-$41K	–	95
2019 Q3	$41K	Buy	559 +3	+0.5%	+$218	0.02%	138
2019 Q2	$40K	Buy	556 +3	+0.5%	+$213	0.02%	140
2019 Q1	$38K	Buy	553 +4	+0.7%	+$258	0.02%	143
2018 Q4	$33K	Buy	549 +3	+0.5%	+$188	0.02%	142
2018 Q3	$33K	Buy	546 +4	+0.7%	+$266	0.02%	148
2018 Q2	$35K	Buy	542 +4	+0.7%	+$262	0.02%	147
2018 Q1	$39K	Buy	538 +3	+0.6%	+$216	0.02%	140
2017 Q4	$40K	Buy	535 +3	+0.6%	+$219	0.02%	143
2017 Q3	$39K	Buy	532 +2	+0.4%	+$144	0.02%	155
2017 Q2	$39K	Buy	530 +3	+0.6%	+$223	0.02%	151
2017 Q1	$39K	Buy	+527	New	+$36.9K	0.03%	159

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s CL Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Colgate-Palmolive (CL) in Q4 2019, closing a stake of 559 shares — an estimated $41K sold.

Asset Planning Services (Pennsylvania) first reported a position in CL in Q1 2017 and held it in 11 quarters. The position peaked at $41K in Q3 2019. 1,511 funds tracked by Wall St. Rank hold CL as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Colgate-Palmolive position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 559 Colgate-Palmolive shares in Q4 2019, an estimated $41K.
Asset Planning Services (Pennsylvania) first reported a position in Colgate-Palmolive in Q1 2017 and held it in 11 quarters.
Asset Planning Services (Pennsylvania)'s Colgate-Palmolive position peaked at $41K in Q3 2019.
1,511 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.