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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return