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OptiFour Integrated Wealth Management’s Colgate-Palmolive CL Stock Holding History

OptiFour Integrated 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 		$566K Hold
8,229
– – 0.39% 33
2019
Q3 		$605K Hold
8,229
– – 0.43% 30
2019
Q2 		$590K Buy
+8,229
New +$584K 0.41% 35

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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

OptiFour Integrated Wealth Management's CL Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Colgate-Palmolive (CL) position steady in Q4 2019 at 8,229 shares worth $566K. The position accounts for 0.39% of the portfolio, ranked #33.

OptiFour Integrated Wealth Management first reported a position in CL in Q2 2019 and has held it in 3 quarters since. The position peaked at $605K in Q3 2019. 1,510 funds tracked by Wall St. Rank hold CL as of Q4 2019.

  • OptiFour Integrated Wealth Management held 8,229 shares of Colgate-Palmolive worth $566K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Colgate-Palmolive share count unchanged in Q4 2019.
  • Colgate-Palmolive made up 0.39% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #33 holding.
  • OptiFour Integrated Wealth Management first reported a position in Colgate-Palmolive in Q2 2019 and has held it in 3 quarters since.
  • OptiFour Integrated Wealth Management's Colgate-Palmolive position peaked at $605K in Q3 2019.
  • 1,510 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.