New England Professional Planning Group’s Colgate-Palmolive CL Stock Holding History

New England Professional Planning Group’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
2020 Q1	–	Sell	-3,417	Closed	-$235K	–	46
2019 Q4	$235K	Buy	+3,417	New	+$233K	0.19%	45
2018 Q3	$218K	Buy	+3,269	New	+$218K	0.25%	39
2018 Q2	–	Sell	-3,269	Closed	-$213K	–	42
2018 Q1	$213K	Buy	3,269 +200	+7%	+$14.4K	0.28%	35
2017 Q4	$231K	Buy	+3,069	New	+$224K	0.28%	36
2016 Q2	$266K	Hold	3,593	–	–	0.3%	31
2016 Q1	$256K	Sell	3,593 -200	-5%	-$13.3K	0.26%	30
2015 Q4	$252K	Buy	3,793 +200	+6%	+$13.3K	0.28%	33
2015 Q3	$236K	Sell	3,593 -200	-5%	-$13.1K	0.27%	35
2015 Q2	$248K	Hold	3,793	–	–	0.33%	32
2015 Q1	$258K	Sell	3,793 -277	-7%	-$19.1K	0.35%	31
2014 Q4	$281K	Buy	+4,070	New	+$275K	0.41%	27

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

New England Professional Planning Group's CL Position: Q1 2020 in Review

New England Professional Planning Group sold out of Colgate-Palmolive (CL) in Q1 2020, closing a stake of 3,417 shares — an estimated $235K sold.

New England Professional Planning Group first reported a position in CL in Q4 2014 and held it in 11 quarters. The position peaked at $281K in Q4 2014. 1,494 funds tracked by Wall St. Rank hold CL as of Q1 2020.

New England Professional Planning Group reported no remaining Colgate-Palmolive position as of Q1 2020 after selling out during the quarter.
New England Professional Planning Group sold 3,417 Colgate-Palmolive shares in Q1 2020, an estimated $235K.
New England Professional Planning Group first reported a position in Colgate-Palmolive in Q4 2014 and held it in 11 quarters.
New England Professional Planning Group's Colgate-Palmolive position peaked at $281K in Q4 2014.
1,494 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2020.

Based on New England Professional Planning Group's 13F filing for Q1 2020, filed 12 May 2020.