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JFG Wealth Management’s Colgate-Palmolive CL Stock Holding History

JFG Wealth 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
Q4 		– Sell
-3,200
Closed -$235K – 13
2019
Q3 		$235K Hold
3,200
– – 0.21% 14
2019
Q2 		$230K Buy
+3,200
New +$227K 0.19% 15

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

JFG Wealth Management's CL Position: Q4 2019 in Review

JFG Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2019, closing a stake of 3,200 shares — an estimated $235K sold.

JFG Wealth Management first reported a position in CL in Q2 2019 and held it in 2 quarters. The position peaked at $235K in Q3 2019. 1,509 funds tracked by Wall St. Rank hold CL as of Q4 2019.

  • JFG Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2019 after selling out during the quarter.
  • JFG Wealth Management sold 3,200 Colgate-Palmolive shares in Q4 2019, an estimated $235K.
  • JFG Wealth Management first reported a position in Colgate-Palmolive in Q2 2019 and held it in 2 quarters.
  • JFG Wealth Management's Colgate-Palmolive position peaked at $235K in Q3 2019.
  • 1,509 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on JFG Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.