O'Brien Wealth Partners’s Colgate-Palmolive CL Stock Holding History

O'Brien Wealth Partners’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
2018 Q4	–	Sell	-1,840	Closed	-$123K	–	78
2018 Q3	$123K	Buy	+1,840	New	+$123K	0.08%	51
2018 Q2	–	Sell	-1,880	Closed	-$135K	–	112
2018 Q1	$135K	Buy	+1,880	New	+$135K	0.09%	38

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

O'Brien Wealth Partners's CL Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Colgate-Palmolive (CL) in Q4 2018, closing a stake of 1,840 shares — an estimated $123K sold.

O'Brien Wealth Partners first reported a position in CL in Q1 2018 and held it in 2 quarters. The position peaked at $135K in Q1 2018. 1,427 funds tracked by Wall St. Rank hold CL as of Q4 2018.

O'Brien Wealth Partners reported no remaining Colgate-Palmolive position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 1,840 Colgate-Palmolive shares in Q4 2018, an estimated $123K.
O'Brien Wealth Partners first reported a position in Colgate-Palmolive in Q1 2018 and held it in 2 quarters.
O'Brien Wealth Partners's Colgate-Palmolive position peaked at $135K in Q1 2018.
1,427 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.