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Litman Gregory Wealth Management’s Colgate-Palmolive CL Stock Holding History

Litman Gregory 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
-137
Closed -$10K – 218
2019
Q3 		$10K Sell
137
-137
-50% -$9.94K ﹤0.01% 139
2019
Q2 		$20K Buy
+274
New +$19.5K 0.01% 138

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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

Litman Gregory Wealth Management's CL Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2019, closing a stake of 137 shares — an estimated $10K sold.

Litman Gregory Wealth Management first reported a position in CL in Q2 2019 and held it in 2 quarters. The position peaked at $20K in Q2 2019. 1,509 funds tracked by Wall St. Rank hold CL as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 137 Colgate-Palmolive shares in Q4 2019, an estimated $10K.
  • Litman Gregory Wealth Management first reported a position in Colgate-Palmolive in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Colgate-Palmolive position peaked at $20K in Q2 2019.
  • 1,509 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.