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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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