Bruderman Asset Management’s Colgate-Palmolive CL Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-241	Closed	-$17K	–	195
2019 Q1	$17K	Buy	241 +1	+0.4%	+$65	﹤0.01%	385
2018 Q4	$14K	Sell	240 -346	-59%	-$21.6K	﹤0.01%	391
2018 Q3	$39K	Sell	586 -504	-46%	-$33.6K	0.01%	214
2018 Q2	$71K	Buy	1,090 +8	+0.7%	+$523	0.02%	180
2018 Q1	$78K	Buy	+1,082	New	+$77.9K	0.02%	177
2017 Q3	–	Sell	-1,704	Closed	-$126K	–	155
2017 Q2	$126K	Buy	+1,704	New	+$127K	0.03%	134
2017 Q1	–	Sell	-1,560	Closed	-$102K	–	157
2016 Q4	$102K	Buy	1,560 +4	+0.3%	+$274	0.03%	150
2016 Q3	$115K	Buy	1,556 +4	+0.3%	+$296	0.03%	150
2016 Q2	$114K	Sell	1,552 -27	-2%	-$1.92K	0.04%	150
2016 Q1	$112K	Buy	1,579 +326	+26%	+$21.7K	0.04%	142
2015 Q4	$83K	Buy	1,253 +66	+6%	+$4.39K	0.03%	166
2015 Q3	$75K	Buy	1,187 +2	+0.2%	+$131	0.03%	175
2015 Q2	$78K	Buy	1,185 +76	+7%	+$5.16K	0.03%	179
2015 Q1	$77K	Buy	+1,109	New	+$76.7K	0.03%	180

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

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

Loomis, Sayles & Company

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