Gary Goldberg Planning Services’s Colgate-Palmolive CL Stock Holding History

Gary Goldberg Planning Services’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	$77K	Buy	1,108 +401	+57%	+$27.1K	0.03%	173
2014 Q3	$46K	Buy	707 +69	+11%	+$4.55K	0.02%	236
2014 Q2	$43K	Buy	638 +1	+0.2%	+$67	0.02%	235
2014 Q1	$41K	Sell	637 -1,633	-72%	-$103K	0.02%	227
2013 Q4	$148K	Buy	2,270 +9	+0.4%	+$576	0.09%	108
2013 Q3	$134K	Buy	2,261 +11	+0.5%	+$652	0.08%	111
2013 Q2	$129K	Buy	+2,250	New	+$134K	0.08%	99

Other funds holding CL

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 New York $63.9B AUM 45.56% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Gary Goldberg Planning Services's CL Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Colgate-Palmolive (CL) stake by 57% in Q4 2014, buying an estimated $27.1K and bringing the position to 1,108 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #173.

Gary Goldberg Planning Services first reported a position in CL in Q2 2013 and has held it in 7 quarters since. The position peaked at $148K in Q4 2013. 1,239 funds tracked by Wall St. Rank hold CL as of Q4 2014.

Gary Goldberg Planning Services held 1,108 shares of Colgate-Palmolive worth $77K as of Q4 2014.
Gary Goldberg Planning Services bought 401 Colgate-Palmolive shares in Q4 2014, an estimated $27.1K.
Colgate-Palmolive made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #173 holding.
Gary Goldberg Planning Services first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Colgate-Palmolive position peaked at $148K in Q4 2013.
1,239 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.